GBBWRPM
CDNA icon

Genovese Burford & Brothers Wealth & Retirement Plan Management’s CareDx CDNA Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$507K Sell
7,001
-450
-6% -$26.1K 0.13% 56
2020
Q3 		$283K Buy
7,451
+450
+6% +$15.2K 0.08% 73
2020
Q2 		$248K Buy
+7,001
New +$199K 0.07% 73

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's CDNA Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its CareDx (CDNA) stake by 6% in Q4 2020, selling an estimated $26.1K and leaving 7,001 shares worth $507K. The position accounts for 0.13% of the portfolio, ranked #56.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CDNA in Q2 2020 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold CDNA as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 7,001 shares of CareDx worth $507K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 450 CareDx shares in Q4 2020, an estimated $26.1K.
  • CareDx made up 0.13% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #56 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CareDx in Q2 2020 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held CareDx as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.