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Bell Investment Advisors’s CareDx CDNA Stock Holding History

Bell Investment Advisors’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
2022
Q3 		– Sell
-19
Closed – – 1745
2022
Q2 		$0 Buy
+19
New +$527 ﹤0.01% 1734
2021
Q4 		$1K Buy
24
+17
+243% +$887 ﹤0.01% 1374
2021
Q3 		$0 Buy
+7
New +$533 ﹤0.01% 1732

Other funds holding CDNA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bell Investment Advisors's CDNA Position: Q3 2022 in Review

Bell Investment Advisors sold out of CareDx (CDNA) in Q3 2022, closing a stake of 19 shares.

Bell Investment Advisors first reported a position in CDNA in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 182 funds tracked by Wall St. Rank hold CDNA as of Q3 2022.

  • Bell Investment Advisors reported no remaining CareDx position as of Q3 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 19 CareDx shares in Q3 2022.
  • Bell Investment Advisors first reported a position in CareDx in Q3 2021 and held it in 3 quarters.
  • Bell Investment Advisors's CareDx position peaked at $1K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held CareDx as of Q3 2022.

Based on Bell Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.