Commonwealth Equity Services’s CareDx CDNA Stock Holding History

Commonwealth Equity Services’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
2023 Q1	–	Sell	-21,442	Closed	-$244K	–	3790
2022 Q4	$244K	Buy	+21,442	New	+$318K	﹤0.01%	3049
2022 Q1	–	Sell	-8,393	Closed	-$381K	–	3720
2021 Q4	$381K	Sell	8,393 -11,159	-57%	-$582K	﹤0.01%	2757
2021 Q3	$1.24M	Buy	19,552 +4,367	+29%	+$333K	﹤0.01%	1766
2021 Q2	$1.39M	Sell	15,185 -166	-1%	-$13.2K	﹤0.01%	1675
2021 Q1	$1.04M	Buy	15,351 +11,971	+354%	+$929K	﹤0.01%	1758
2020 Q4	$244K	Buy	+3,380	New	+$196K	﹤0.01%	2749
2018 Q1	–	Sell	-10,250	Closed	-$75K	–	2724
2017 Q4	$75K	Buy	+10,250	New	+$63.9K	﹤0.01%	2535

Other funds holding CDNA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Commonwealth Equity Services's CDNA Position: Q1 2023 in Review

Commonwealth Equity Services sold out of CareDx (CDNA) in Q1 2023, closing a stake of 21,442 shares — an estimated $244K sold.

Commonwealth Equity Services first reported a position in CDNA in Q4 2017 and held it in 7 quarters. The position peaked at $1.39M in Q2 2021. 156 funds tracked by Wall St. Rank hold CDNA as of Q1 2023.

Commonwealth Equity Services reported no remaining CareDx position as of Q1 2023 after selling out during the quarter.
Commonwealth Equity Services sold 21,442 CareDx shares in Q1 2023, an estimated $244K.
Commonwealth Equity Services first reported a position in CareDx in Q4 2017 and held it in 7 quarters.
Commonwealth Equity Services's CareDx position peaked at $1.39M in Q2 2021.
156 funds tracked by Wall St. Rank held CareDx as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.