Connectus Wealth’s CareDx CDNA Stock Holding History

Connectus Wealth’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
2022 Q2	–	Sell	-5,724	Closed	-$260K	–	427
2022 Q1	$260K	Hold	5,724	–	–	0.01%	340
2021 Q4	$260K	Buy	+5,724	New	+$299K	0.01%	312

Other funds holding CDNA

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Connectus Wealth's CDNA Position: Q2 2022 in Review

Connectus Wealth sold out of CareDx (CDNA) in Q2 2022, closing a stake of 5,724 shares — an estimated $260K sold.

Connectus Wealth first reported a position in CDNA in Q4 2021 and held it in 2 quarters. The position peaked at $260K in Q1 2022. 184 funds tracked by Wall St. Rank hold CDNA as of Q2 2022.

Connectus Wealth reported no remaining CareDx position as of Q2 2022 after selling out during the quarter.
Connectus Wealth sold 5,724 CareDx shares in Q2 2022, an estimated $260K.
Connectus Wealth first reported a position in CareDx in Q4 2021 and held it in 2 quarters.
Connectus Wealth's CareDx position peaked at $260K in Q1 2022.
184 funds tracked by Wall St. Rank held CareDx as of Q2 2022.

Based on Connectus Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.