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Financial Gravity Asset Management’s CareDx CDNA Stock Holding History

Financial Gravity Asset Management’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
-11
Closed -$19 – 1217
2022
Q4 		$19 Buy
+11
New +$163 ﹤0.01% 1320
2019
Q4 		– Sell
-8
Closed – – 1411
2019
Q3 		$0 Buy
+8
New +$222 ﹤0.01% 1218

Other funds holding CDNA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Financial Gravity Asset Management's CDNA Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of CareDx (CDNA) in Q1 2023, closing a stake of 11 shares — an estimated $19 sold.

Financial Gravity Asset Management first reported a position in CDNA in Q3 2019 and held it in 2 quarters. The position peaked at $19 in Q4 2022. 156 funds tracked by Wall St. Rank hold CDNA as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining CareDx position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 11 CareDx shares in Q1 2023, an estimated $19.
  • Financial Gravity Asset Management first reported a position in CareDx in Q3 2019 and held it in 2 quarters.
  • Financial Gravity Asset Management's CareDx position peaked at $19 in Q4 2022.
  • 156 funds tracked by Wall St. Rank held CareDx as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.