CPA
CODX

Capital Performance Advisors’s Co-Diagnostics CODX Stock Holding History

Capital Performance Advisors’s Portfolio CODX Stock Details CODX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-133
Closed -$5K – 695
2024
Q3 		$5K Buy
+133
New +$5.11K ﹤0.01% 1112

Other funds holding CODX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Performance Advisors's CODX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Co-Diagnostics (CODX) in Q4 2024, closing a stake of 133 shares — an estimated $5K sold.

Capital Performance Advisors first reported a position in CODX in Q3 2024 and held it in 1 quarter. The position peaked at $5K in Q3 2024. 37 funds tracked by Wall St. Rank hold CODX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Co-Diagnostics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 133 Co-Diagnostics shares in Q4 2024, an estimated $5K.
  • Capital Performance Advisors first reported a position in Co-Diagnostics in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Co-Diagnostics position peaked at $5K in Q3 2024.
  • 37 funds tracked by Wall St. Rank held Co-Diagnostics as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.