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Capital Asset Advisory Services’s CareDx CDNA Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-445
Closed -$32K – 790
2020
Q4 		$32K Buy
+445
New +$25.8K 0.01% 717

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Capital Asset Advisory Services's CDNA Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of CareDx (CDNA) in Q1 2021, closing a stake of 445 shares — an estimated $32K sold.

Capital Asset Advisory Services first reported a position in CDNA in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 245 funds tracked by Wall St. Rank hold CDNA as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining CareDx position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 445 CareDx shares in Q1 2021, an estimated $32K.
  • Capital Asset Advisory Services first reported a position in CareDx in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's CareDx position peaked at $32K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held CareDx as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.