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CFM Wealth Partners’s CareDx CDNA Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-517
Closed -$18K – 206
2020
Q2 		$18K Hold
517
– – 0.01% 365
2020
Q1 		$11K Buy
517
+38
+8% +$851 0.01% 421
2019
Q4 		$11K Buy
+479
New +$11K ﹤0.01% 410

Other funds holding CDNA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CFM Wealth Partners's CDNA Position: Q3 2020 in Review

CFM Wealth Partners sold out of CareDx (CDNA) in Q3 2020, closing a stake of 517 shares — an estimated $18K sold.

CFM Wealth Partners first reported a position in CDNA in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q2 2020. 197 funds tracked by Wall St. Rank hold CDNA as of Q3 2020.

  • CFM Wealth Partners reported no remaining CareDx position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 517 CareDx shares in Q3 2020, an estimated $18K.
  • CFM Wealth Partners first reported a position in CareDx in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's CareDx position peaked at $18K in Q2 2020.
  • 197 funds tracked by Wall St. Rank held CareDx as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.