Clearwater Capital Advisors’s GeneDx Holdings WGS Stock Holding History

Clearwater Capital Advisors’s Portfolio WGS Stock Details WGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-486	Closed	-$5.85K	–	159
2023 Q1	$5.85K	Hold	486	–	–	﹤0.01%	153
2022 Q4	$4.23K	Hold	486	–	–	﹤0.01%	160
2022 Q3	$14K	Hold	486	–	–	﹤0.01%	154
2022 Q2	$20K	Hold	486	–	–	﹤0.01%	151
2022 Q1	$49K	Buy	486 +109	+29%	+$12.1K	0.01%	167
2021 Q4	$56K	Buy	377 +7	+2%	+$1.56K	0.01%	168
2021 Q3	$93K	Buy	370 +63	+21%	+$21.6K	0.01%	167
2021 Q2	$142K	Buy	+307	New	+$132K	0.02%	168

Other funds holding WGS

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearwater Capital Advisors's WGS Position: Q2 2023 in Review

Clearwater Capital Advisors sold out of GeneDx Holdings (WGS) in Q2 2023, closing a stake of 486 shares — an estimated $5.85K sold.

Clearwater Capital Advisors first reported a position in WGS in Q2 2021 and held it in 8 quarters. The position peaked at $142K in Q2 2021. 58 funds tracked by Wall St. Rank hold WGS as of Q2 2023.

Clearwater Capital Advisors reported no remaining GeneDx Holdings position as of Q2 2023 after selling out during the quarter.
Clearwater Capital Advisors sold 486 GeneDx Holdings shares in Q2 2023, an estimated $5.85K.
Clearwater Capital Advisors first reported a position in GeneDx Holdings in Q2 2021 and held it in 8 quarters.
Clearwater Capital Advisors's GeneDx Holdings position peaked at $142K in Q2 2021.
58 funds tracked by Wall St. Rank held GeneDx Holdings as of Q2 2023.

Based on Clearwater Capital Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.