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Gladstone Institutional Advisory’s CareDx CDNA Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-12,205
Closed -$432K – 271
2020
Q2 		$432K Buy
12,205
+1,417
+13% +$40.3K 0.11% 141
2020
Q1 		$236K Buy
+10,788
New +$242K 0.06% 221

Other funds holding CDNA

FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Gladstone Institutional Advisory's CDNA Position: Q3 2020 in Review

Gladstone Institutional Advisory sold out of CareDx (CDNA) in Q3 2020, closing a stake of 12,205 shares — an estimated $432K sold.

Gladstone Institutional Advisory first reported a position in CDNA in Q1 2020 and held it in 2 quarters. The position peaked at $432K in Q2 2020. 197 funds tracked by Wall St. Rank hold CDNA as of Q3 2020.

  • Gladstone Institutional Advisory reported no remaining CareDx position as of Q3 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 12,205 CareDx shares in Q3 2020, an estimated $432K.
  • Gladstone Institutional Advisory first reported a position in CareDx in Q1 2020 and held it in 2 quarters.
  • Gladstone Institutional Advisory's CareDx position peaked at $432K in Q2 2020.
  • 197 funds tracked by Wall St. Rank held CareDx as of Q3 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.