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FinTrust Capital Advisors’s CareDx CDNA Stock Holding History

FinTrust Capital Advisors’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
Q4 		– Sell
-57
Closed -$1K – 1204
2022
Q3 		$1K Sell
57
-254
-82% -$5.45K ﹤0.01% 1157
2022
Q2 		$7K Buy
311
+21
+7% +$582 ﹤0.01% 965
2022
Q1 		$11K Buy
290
+19
+7% +$740 ﹤0.01% 910
2021
Q4 		$12K Hold
271
– – ﹤0.01% 879
2021
Q3 		$17K Sell
271
-5
-2% -$381 ﹤0.01% 773
2021
Q2 		$25K Sell
276
-87
-24% -$6.92K 0.01% 696
2021
Q1 		$25K Sell
363
-98
-21% -$7.61K 0.01% 658
2020
Q4 		$33K Sell
461
-15
-3% -$869 0.01% 559
2020
Q3 		$18 Buy
476
+362
+318% +$12.2K ﹤0.01% 670
2020
Q2 		$4K Sell
114
-48
-30% -$1.37K ﹤0.01% 848
2020
Q1 		$4K Buy
162
+83
+105% +$1.86K ﹤0.01% 895
2019
Q4 		$2K Sell
79
-42
-35% -$964 ﹤0.01% 980
2019
Q3 		$3K Buy
121
+45
+59% +$1.25K ﹤0.01% 933
2019
Q2 		$3K Sell
76
-42
-36% -$1.34K ﹤0.01% 897
2019
Q1 		$4K Sell
118
-27
-19% -$787 ﹤0.01% 966
2018
Q4 		$4K Buy
+145
New +$3.73K ﹤0.01% 962

Other funds holding CDNA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

FinTrust Capital Advisors's CDNA Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of CareDx (CDNA) in Q4 2022, closing a stake of 57 shares — an estimated $1K sold.

FinTrust Capital Advisors first reported a position in CDNA in Q4 2018 and held it in 16 quarters. The position peaked at $33K in Q4 2020. 168 funds tracked by Wall St. Rank hold CDNA as of Q4 2022.

  • FinTrust Capital Advisors reported no remaining CareDx position as of Q4 2022 after selling out during the quarter.
  • FinTrust Capital Advisors sold 57 CareDx shares in Q4 2022, an estimated $1K.
  • FinTrust Capital Advisors first reported a position in CareDx in Q4 2018 and held it in 16 quarters.
  • FinTrust Capital Advisors's CareDx position peaked at $33K in Q4 2020.
  • 168 funds tracked by Wall St. Rank held CareDx as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.