CWMU
IMDX

Caliber Wealth Management (Utah)’s Insight Molecular Diagnostics IMDX Stock Holding History

Caliber Wealth Management (Utah)’s Portfolio IMDX Stock Details IMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,756
Closed -$55K – 95
2022
Q3 		$55K Hold
3,756
– – 0.04% 65
2022
Q2 		$68K Hold
3,756
– – 0.05% 64
2022
Q1 		$112K Sell
3,756
-11
-0.3% -$352 0.07% 61
2021
Q4 		$142K Buy
3,767
+457
+14% +$26.3K 0.1% 66
2021
Q3 		$218K Buy
3,310
+309
+10% +$28.4K 0.15% 69
2021
Q2 		$345K Hold
3,001
– – 0.24% 69
2021
Q1 		$312K Buy
3,001
+1,278
+74% +$121K 0.23% 66
2020
Q4 		$82K Buy
+1,723
New +$63.2K 0.08% 71

Other funds holding IMDX

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Caliber Wealth Management (Utah)'s IMDX Position: Q4 2022 in Review

Caliber Wealth Management (Utah) sold out of Insight Molecular Diagnostics (IMDX) in Q4 2022, closing a stake of 3,756 shares — an estimated $55K sold.

Caliber Wealth Management (Utah) first reported a position in IMDX in Q4 2020 and held it in 8 quarters. The position peaked at $345K in Q2 2021. 58 funds tracked by Wall St. Rank hold IMDX as of Q4 2022.

  • Caliber Wealth Management (Utah) reported no remaining Insight Molecular Diagnostics position as of Q4 2022 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 3,756 Insight Molecular Diagnostics shares in Q4 2022, an estimated $55K.
  • Caliber Wealth Management (Utah) first reported a position in Insight Molecular Diagnostics in Q4 2020 and held it in 8 quarters.
  • Caliber Wealth Management (Utah)'s Insight Molecular Diagnostics position peaked at $345K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Insight Molecular Diagnostics as of Q4 2022.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2022, filed 24 Jan 2023.