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

Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return

Pura Vida Investments New York $37M AUM 63.54% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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.