Cetera Investment Advisers
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Cetera Investment Advisers’s CareDx CDNA Stock Holding History

Cetera Investment Advisers’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
2024
Q3 		– Sell
-35,440
Closed -$550K – 3754
2024
Q2 		$550K Sell
35,440
-19,747
-36% -$239K ﹤0.01% 2513
2024
Q1 		$584K Buy
+55,187
New +$552K ﹤0.01% 2480

Other funds holding CDNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers's CDNA Position: Q3 2024 in Review

Cetera Investment Advisers sold out of CareDx (CDNA) in Q3 2024, closing a stake of 35,440 shares — an estimated $550K sold.

Cetera Investment Advisers first reported a position in CDNA in Q1 2024 and held it in 2 quarters. The position peaked at $584K in Q1 2024. 215 funds tracked by Wall St. Rank hold CDNA as of Q3 2024.

  • Cetera Investment Advisers reported no remaining CareDx position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 35,440 CareDx shares in Q3 2024, an estimated $550K.
  • Cetera Investment Advisers first reported a position in CareDx in Q1 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's CareDx position peaked at $584K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held CareDx as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.