Jones Financial Companies
CDIO icon

Jones Financial Companies’s Cardio Diagnostics CDIO Stock Holding History

Jones Financial Companies’s Portfolio CDIO Stock Details CDIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$3.3K – 3034
2024
Q2 		$3.3K Buy
+200
New +$4.7K ﹤0.01% 2051

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State Street
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LPL Financial
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EWM
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HF
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CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Jones Financial Companies's CDIO Position: Q3 2024 in Review

Jones Financial Companies sold out of Cardio Diagnostics (CDIO) in Q3 2024, closing a stake of 200 shares — an estimated $3.3K sold.

Jones Financial Companies first reported a position in CDIO in Q2 2024 and held it in 1 quarter. The position peaked at $3.3K in Q2 2024. 15 funds tracked by Wall St. Rank hold CDIO as of Q3 2024.

  • Jones Financial Companies reported no remaining Cardio Diagnostics position as of Q3 2024 after selling out during the quarter.
  • Jones Financial Companies sold 200 Cardio Diagnostics shares in Q3 2024, an estimated $3.3K.
  • Jones Financial Companies first reported a position in Cardio Diagnostics in Q2 2024 and held it in 1 quarter.
  • Jones Financial Companies's Cardio Diagnostics position peaked at $3.3K in Q2 2024.
  • 15 funds tracked by Wall St. Rank held Cardio Diagnostics as of Q3 2024.

Based on Jones Financial Companies's 13F filing for Q3 2024, filed 12 Nov 2024.