Avior Wealth Management’s CareDx CDNA Stock Holding History

Avior Wealth Management’s Portfolio CDNA Stock Details CDNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11	Closed	-$116	–	2515
2024 Q1	$116	Buy	+11	New	+$110	﹤0.01%	3123

Other funds holding CDNA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Avior Wealth Management's CDNA Position: Q2 2024 in Review

Avior Wealth Management sold out of CareDx (CDNA) in Q2 2024, closing a stake of 11 shares — an estimated $116 sold.

Avior Wealth Management first reported a position in CDNA in Q1 2024 and held it in 1 quarter. The position peaked at $116 in Q1 2024. 154 funds tracked by Wall St. Rank hold CDNA as of Q2 2024.

Avior Wealth Management reported no remaining CareDx position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 11 CareDx shares in Q2 2024, an estimated $116.
Avior Wealth Management first reported a position in CareDx in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's CareDx position peaked at $116 in Q1 2024.
154 funds tracked by Wall St. Rank held CareDx as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.