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BerganKDV Wealth Management’s CareDx CDNA Stock Holding History

BerganKDV 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
2019
Q3 		– Sell
-10,000
Closed -$360K – 694
2019
Q2 		$360K Hold
10,000
– – 0.07% 158
2019
Q1 		$315K Buy
+10,000
New +$291K 0.06% 160

Other funds holding CDNA

FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

BerganKDV Wealth Management's CDNA Position: Q3 2019 in Review

BerganKDV Wealth Management sold out of CareDx (CDNA) in Q3 2019, closing a stake of 10,000 shares — an estimated $360K sold.

BerganKDV Wealth Management first reported a position in CDNA in Q1 2019 and held it in 2 quarters. The position peaked at $360K in Q2 2019. 174 funds tracked by Wall St. Rank hold CDNA as of Q3 2019.

  • BerganKDV Wealth Management reported no remaining CareDx position as of Q3 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 10,000 CareDx shares in Q3 2019, an estimated $360K.
  • BerganKDV Wealth Management first reported a position in CareDx in Q1 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's CareDx position peaked at $360K in Q2 2019.
  • 174 funds tracked by Wall St. Rank held CareDx as of Q3 2019.

Based on BerganKDV Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.