JWA
QDEL icon

JFS Wealth Advisors’s QuidelOrtho QDEL Stock Holding History

JFS Wealth Advisors’s Portfolio QDEL Stock Details QDEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4
Closed -$293 – 2032
2023
Q3 		$293 Hold
4
– – ﹤0.01% 1820
2023
Q2 		$332 Hold
4
– – ﹤0.01% 1815
2023
Q1 		$357 Hold
4
– – ﹤0.01% 1763
2022
Q4 		$343 Sell
4
-7
-64% -$593 ﹤0.01% 1786
2022
Q3 		$1K Sell
11
-27
-71% -$2.42K ﹤0.01% 1626
2022
Q2 		$4K Buy
38
+15
+65% +$1.53K ﹤0.01% 1108
2022
Q1 		$3K Buy
23
+12
+109% +$1.28K ﹤0.01% 1303
2021
Q4 		$1K Buy
+11
New +$1.53K ﹤0.01% 1523

Other funds holding QDEL

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

JFS Wealth Advisors's QDEL Position: Q4 2023 in Review

JFS Wealth Advisors sold out of QuidelOrtho (QDEL) in Q4 2023, closing a stake of 4 shares — an estimated $293 sold.

JFS Wealth Advisors first reported a position in QDEL in Q4 2021 and held it in 8 quarters. The position peaked at $4K in Q2 2022. 306 funds tracked by Wall St. Rank hold QDEL as of Q4 2023.

  • JFS Wealth Advisors reported no remaining QuidelOrtho position as of Q4 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 4 QuidelOrtho shares in Q4 2023, an estimated $293.
  • JFS Wealth Advisors first reported a position in QuidelOrtho in Q4 2021 and held it in 8 quarters.
  • JFS Wealth Advisors's QuidelOrtho position peaked at $4K in Q2 2022.
  • 306 funds tracked by Wall St. Rank held QuidelOrtho as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.