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Berman Capital Advisors’s CareDx CDNA Stock Holding History

Berman Capital 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
2021
Q3 		$22K Buy
349
+45
+15% +$3.43K ﹤0.01% 941
2021
Q2 		$27K Buy
304
+137
+82% +$10.9K ﹤0.01% 791
2021
Q1 		$11K Buy
+167
New +$13K ﹤0.01% 997

Other funds holding CDNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

Berman Capital Advisors's CDNA Position: Q3 2021 in Review

Berman Capital Advisors increased its CareDx (CDNA) stake by 15% in Q3 2021, buying an estimated $3.43K and bringing the position to 349 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Berman Capital Advisors first reported a position in CDNA in Q1 2021 and has held it in 3 quarters since. The position peaked at $27K in Q2 2021. 260 funds tracked by Wall St. Rank hold CDNA as of Q3 2021.

  • Berman Capital Advisors held 349 shares of CareDx worth $22K as of Q3 2021.
  • Berman Capital Advisors bought 45 CareDx shares in Q3 2021, an estimated $3.43K.
  • CareDx made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #941 holding.
  • Berman Capital Advisors first reported a position in CareDx in Q1 2021 and has held it in 3 quarters since.
  • Berman Capital Advisors's CareDx position peaked at $27K in Q2 2021.
  • 260 funds tracked by Wall St. Rank held CareDx as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.