Founders Financial Alliance’s CareDx CDNA Stock Holding History

Founders Financial Alliance’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
2020 Q4	–	Sell	-1,550	Closed	-$58K	–	560
2020 Q3	$58K	Buy	+1,550	New	+$52.3K	0.03%	347

Other funds holding CDNA

FAM

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

AIM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Founders Financial Alliance's CDNA Position: Q4 2020 in Review

Founders Financial Alliance sold out of CareDx (CDNA) in Q4 2020, closing a stake of 1,550 shares — an estimated $58K sold.

Founders Financial Alliance first reported a position in CDNA in Q3 2020 and held it in 1 quarter. The position peaked at $58K in Q3 2020. 232 funds tracked by Wall St. Rank hold CDNA as of Q4 2020.

Founders Financial Alliance reported no remaining CareDx position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 1,550 CareDx shares in Q4 2020, an estimated $58K.
Founders Financial Alliance first reported a position in CareDx in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's CareDx position peaked at $58K in Q3 2020.
232 funds tracked by Wall St. Rank held CareDx as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.