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Belpointe Asset Management’s CareDx CDNA Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-385
Closed -$3.52K – 1024
2023
Q1 		$3.52K Hold
385
– – ﹤0.01% 3138
2022
Q4 		$4.39K Buy
+385
New +$5.71K ﹤0.01% 2982

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Belpointe Asset Management's CDNA Position: Q2 2023 in Review

Belpointe Asset Management sold out of CareDx (CDNA) in Q2 2023, closing a stake of 385 shares — an estimated $3.52K sold.

Belpointe Asset Management first reported a position in CDNA in Q4 2022 and held it in 2 quarters. The position peaked at $4.39K in Q4 2022. 154 funds tracked by Wall St. Rank hold CDNA as of Q2 2023.

  • Belpointe Asset Management reported no remaining CareDx position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 385 CareDx shares in Q2 2023, an estimated $3.52K.
  • Belpointe Asset Management first reported a position in CareDx in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's CareDx position peaked at $4.39K in Q4 2022.
  • 154 funds tracked by Wall St. Rank held CareDx as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.