Focus Partners Wealth’s CareDx CDNA Stock Holding History

Focus Partners 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
2024 Q4	–	Sell	-7,273	Closed	-$227K	–	1912
2024 Q3	$227K	Buy	+7,273	New	+$181K	﹤0.01%	1414

Other funds holding CDNA

BlackRock New York $5.72T AUM 30.48% 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

AIM

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

FAM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Focus Partners Wealth's CDNA Position: Q4 2024 in Review

Focus Partners Wealth sold out of CareDx (CDNA) in Q4 2024, closing a stake of 7,273 shares — an estimated $227K sold.

Focus Partners Wealth first reported a position in CDNA in Q3 2024 and held it in 1 quarter. The position peaked at $227K in Q3 2024. 210 funds tracked by Wall St. Rank hold CDNA as of Q4 2024.

Focus Partners Wealth reported no remaining CareDx position as of Q4 2024 after selling out during the quarter.
Focus Partners Wealth sold 7,273 CareDx shares in Q4 2024, an estimated $227K.
Focus Partners Wealth first reported a position in CareDx in Q3 2024 and held it in 1 quarter.
Focus Partners Wealth's CareDx position peaked at $227K in Q3 2024.
210 funds tracked by Wall St. Rank held CareDx as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.