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Carolina Wealth Advisors’s QuidelOrtho QDEL Stock Holding History

Carolina Wealth Advisors’s Portfolio QDEL Stock Details QDEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-28
Closed -$4K – 292
2021
Q2 		$4K Hold
28
– – ﹤0.01% 238
2021
Q1 		$4K Hold
28
– – ﹤0.01% 257
2020
Q4 		$5K Buy
+28
New +$6.22K ﹤0.01% 177

Other funds holding QDEL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Carolina Wealth Advisors's QDEL Position: Q3 2021 in Review

Carolina Wealth Advisors sold out of QuidelOrtho (QDEL) in Q3 2021, closing a stake of 28 shares — an estimated $4K sold.

Carolina Wealth Advisors first reported a position in QDEL in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q4 2020. 314 funds tracked by Wall St. Rank hold QDEL as of Q3 2021.

  • Carolina Wealth Advisors reported no remaining QuidelOrtho position as of Q3 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 28 QuidelOrtho shares in Q3 2021, an estimated $4K.
  • Carolina Wealth Advisors first reported a position in QuidelOrtho in Q4 2020 and held it in 3 quarters.
  • Carolina Wealth Advisors's QuidelOrtho position peaked at $5K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held QuidelOrtho as of Q3 2021.

Based on Carolina Wealth Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.