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Institutional & Family Asset Management’s CareDx CDNA Stock Holding History

Institutional & Family Asset 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
2022
Q4 		– Sell
-7
Closed – – 734
2022
Q3 		$0 Hold
7
– – ﹤0.01% 713
2022
Q2 		$0 Hold
7
– – ﹤0.01% 730
2022
Q1 		$0 Buy
+7
New +$273 ﹤0.01% 782
2021
Q4 		– Sell
-5
Closed – – 819
2021
Q3 		$0 Sell
5
-3
-38% -$228 ﹤0.01% 911
2021
Q2 		$1K Buy
+8
New +$636 ﹤0.01% 876

Other funds holding CDNA

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Institutional & Family Asset Management's CDNA Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of CareDx (CDNA) in Q4 2022, closing a stake of 7 shares.

Institutional & Family Asset Management first reported a position in CDNA in Q2 2021 and held it in 5 quarters. The position peaked at $1K in Q2 2021. 168 funds tracked by Wall St. Rank hold CDNA as of Q4 2022.

  • Institutional & Family Asset Management reported no remaining CareDx position as of Q4 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 7 CareDx shares in Q4 2022.
  • Institutional & Family Asset Management first reported a position in CareDx in Q2 2021 and held it in 5 quarters.
  • Institutional & Family Asset Management's CareDx position peaked at $1K in Q2 2021.
  • 168 funds tracked by Wall St. Rank held CareDx as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.