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BDO Wealth Advisors’s Cardiff Oncology CRDF Stock Holding History

BDO Wealth Advisors’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-21
Closed – – 561
2018
Q3 		$0 Hold
21
– – ﹤0.01% 622
2018
Q2 		$0 Hold
21
– – ﹤0.01% 645
2018
Q1 		$1K Sell
21
-21
-50% -$518 ﹤0.01% 541
2017
Q4 		$1K Hold
42
– – ﹤0.01% 454
2017
Q3 		$2K Hold
42
– – ﹤0.01% 391
2017
Q2 		$4K Buy
+42
New +$2.71K ﹤0.01% 442

Other funds holding CRDF

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
ARTA
A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

BDO Wealth Advisors's CRDF Position: Q4 2018 in Review

BDO Wealth Advisors sold out of Cardiff Oncology (CRDF) in Q4 2018, closing a stake of 21 shares.

BDO Wealth Advisors first reported a position in CRDF in Q2 2017 and held it in 6 quarters. The position peaked at $4K in Q2 2017. 26 funds tracked by Wall St. Rank hold CRDF as of Q4 2018.

  • BDO Wealth Advisors reported no remaining Cardiff Oncology position as of Q4 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 21 Cardiff Oncology shares in Q4 2018.
  • BDO Wealth Advisors first reported a position in Cardiff Oncology in Q2 2017 and held it in 6 quarters.
  • BDO Wealth Advisors's Cardiff Oncology position peaked at $4K in Q2 2017.
  • 26 funds tracked by Wall St. Rank held Cardiff Oncology as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.