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Foundations Investment Advisors’s CareDx CDNA Stock Holding History

Foundations Investment 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
Q2 		– Sell
-7,954
Closed -$282K – 397
2022
Q1 		$282K Sell
7,954
-132
-2% -$5.14K 0.01% 282
2021
Q4 		$341K Buy
8,086
+4,325
+115% +$226K 0.01% 254
2021
Q3 		$246K Buy
3,761
+443
+13% +$33.7K 0.01% 275
2021
Q2 		$290K Buy
+3,318
New +$264K 0.01% 240

Other funds holding CDNA

Vanguard Group
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
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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Foundations Investment Advisors's CDNA Position: Q2 2022 in Review

Foundations Investment Advisors sold out of CareDx (CDNA) in Q2 2022, closing a stake of 7,954 shares — an estimated $282K sold.

Foundations Investment Advisors first reported a position in CDNA in Q2 2021 and held it in 4 quarters. The position peaked at $341K in Q4 2021. 184 funds tracked by Wall St. Rank hold CDNA as of Q2 2022.

  • Foundations Investment Advisors reported no remaining CareDx position as of Q2 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,954 CareDx shares in Q2 2022, an estimated $282K.
  • Foundations Investment Advisors first reported a position in CareDx in Q2 2021 and held it in 4 quarters.
  • Foundations Investment Advisors's CareDx position peaked at $341K in Q4 2021.
  • 184 funds tracked by Wall St. Rank held CareDx as of Q2 2022.

Based on Foundations Investment Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.