Glassman Wealth Services’s CareDx CDNA Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-121	Closed	-$1.45K	–	493
2023 Q4	$1.45K	Buy	+121	New	+$991	﹤0.01%	1438
2023 Q2	–	Sell	-17	Closed	-$155	–	1922
2023 Q1	$155	Buy	+17	New	+$217	﹤0.01%	1844
2022 Q3	–	Sell	-7	Closed	–	–	1689
2022 Q2	$0	Buy	+7	New	+$194	﹤0.01%	1700
2021 Q1	–	Sell	-10	Closed	-$1K	–	1411
2020 Q4	$1K	Buy	+10	New	+$579	﹤0.01%	1172

Other funds holding CDNA

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

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 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

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glassman Wealth Services's CDNA Position: Q1 2024 in Review

Glassman Wealth Services sold out of CareDx (CDNA) in Q1 2024, closing a stake of 121 shares — an estimated $1.45K sold.

Glassman Wealth Services first reported a position in CDNA in Q4 2020 and held it in 4 quarters. The position peaked at $1.45K in Q4 2023. 147 funds tracked by Wall St. Rank hold CDNA as of Q1 2024.

Glassman Wealth Services reported no remaining CareDx position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 121 CareDx shares in Q1 2024, an estimated $1.45K.
Glassman Wealth Services first reported a position in CareDx in Q4 2020 and held it in 4 quarters.
Glassman Wealth Services's CareDx position peaked at $1.45K in Q4 2023.
147 funds tracked by Wall St. Rank held CareDx as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.