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Bogart Wealth LLC’s CareDx CDNA Stock Holding History

Bogart Wealth LLC’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
-120
Closed -$1.1K – 1059
2023
Q1 		$1.1K Buy
+120
New +$1.53K ﹤0.01% 981

Other funds holding CDNA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
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

Bogart Wealth LLC's CDNA Position: Q2 2023 in Review

Bogart Wealth LLC sold out of CareDx (CDNA) in Q2 2023, closing a stake of 120 shares — an estimated $1.1K sold.

Bogart Wealth LLC first reported a position in CDNA in Q1 2023 and held it in 1 quarter. The position peaked at $1.1K in Q1 2023. 154 funds tracked by Wall St. Rank hold CDNA as of Q2 2023.

  • Bogart Wealth LLC reported no remaining CareDx position as of Q2 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 120 CareDx shares in Q2 2023, an estimated $1.1K.
  • Bogart Wealth LLC first reported a position in CareDx in Q1 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's CareDx position peaked at $1.1K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held CareDx as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.