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CFM Wealth Partners’s QuidelOrtho QDEL Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-550
Closed -$123K – 391
2020
Q2 		$123K Buy
550
+200
+57% +$31.3K 0.05% 180
2020
Q1 		$34K Hold
350
– – 0.02% 311
2019
Q4 		$26K Buy
+350
New +$22.6K 0.01% 332

Other funds holding QDEL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CFM Wealth Partners sold out of QuidelOrtho (QDEL) in Q3 2020, closing a stake of 550 shares — an estimated $123K sold.

CFM Wealth Partners first reported a position in QDEL in Q4 2019 and held it in 3 quarters. The position peaked at $123K in Q2 2020. 399 funds tracked by Wall St. Rank hold QDEL as of Q3 2020.

  • CFM Wealth Partners reported no remaining QuidelOrtho position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 550 QuidelOrtho shares in Q3 2020, an estimated $123K.
  • CFM Wealth Partners first reported a position in QuidelOrtho in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's QuidelOrtho position peaked at $123K in Q2 2020.
  • 399 funds tracked by Wall St. Rank held QuidelOrtho as of Q3 2020.

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