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Carroll Financial Associates’s CareDx CDNA Stock Holding History

Carroll Financial Associates’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
Q3 		– Sell
-626
Closed -$57K – 1784
2021
Q2 		$57K Buy
+626
New +$49.8K ﹤0.01% 773

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Carroll Financial Associates's CDNA Position: Q3 2021 in Review

Carroll Financial Associates sold out of CareDx (CDNA) in Q3 2021, closing a stake of 626 shares — an estimated $57K sold.

Carroll Financial Associates first reported a position in CDNA in Q2 2021 and held it in 1 quarter. The position peaked at $57K in Q2 2021. 260 funds tracked by Wall St. Rank hold CDNA as of Q3 2021.

  • Carroll Financial Associates reported no remaining CareDx position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 626 CareDx shares in Q3 2021, an estimated $57K.
  • Carroll Financial Associates first reported a position in CareDx in Q2 2021 and held it in 1 quarter.
  • Carroll Financial Associates's CareDx position peaked at $57K in Q2 2021.
  • 260 funds tracked by Wall St. Rank held CareDx as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.