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Coppell Advisory Solutions’s CareDx CDNA Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-963
Closed -$20.4K – 567
2024
Q4 		$20.4K Buy
963
+264
+38% +$6.42K ﹤0.01% 884
2024
Q3 		$20.8K Buy
+699
New +$17.4K ﹤0.01% 863

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Coppell Advisory Solutions's CDNA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of CareDx (CDNA) in Q1 2025, closing a stake of 963 shares — an estimated $20.4K sold.

Coppell Advisory Solutions first reported a position in CDNA in Q3 2024 and held it in 2 quarters. The position peaked at $20.8K in Q3 2024. 218 funds tracked by Wall St. Rank hold CDNA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining CareDx position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 963 CareDx shares in Q1 2025, an estimated $20.4K.
  • Coppell Advisory Solutions first reported a position in CareDx in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's CareDx position peaked at $20.8K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held CareDx as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.