JP Morgan Private Wealth Advisors’s CareDx CDNA Stock Holding History

JP Morgan Private Wealth Advisors’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	-19,760	Closed	-$336K	–	1936
2022 Q3	$336K	Sell	19,760 -10,334	-34%	-$222K	﹤0.01%	1610
2022 Q2	$646K	Buy	30,094 +3,899	+15%	+$108K	﹤0.01%	1349
2022 Q1	$969K	Sell	26,195 -596	-2%	-$23.2K	﹤0.01%	1240
2021 Q4	$1.22M	Sell	26,791 -3,485	-12%	-$182K	﹤0.01%	1143
2021 Q3	$1.92M	Sell	30,276 -950	-3%	-$72.3K	﹤0.01%	925
2021 Q2	$2.86M	Buy	31,226 +16,105	+107%	+$1.28M	0.01%	745
2021 Q1	$1.03M	Sell	15,121 -17,546	-54%	-$1.36M	﹤0.01%	1020
2020 Q4	$2.37M	Buy	32,667 +27,276	+506%	+$1.58M	0.01%	675
2020 Q3	$205K	Buy	+5,391	New	+$182K	﹤0.01%	1513

Other funds holding CDNA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's CDNA Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of CareDx (CDNA) in Q4 2022, closing a stake of 19,760 shares — an estimated $336K sold.

JP Morgan Private Wealth Advisors first reported a position in CDNA in Q3 2020 and held it in 9 quarters. The position peaked at $2.86M in Q2 2021. 168 funds tracked by Wall St. Rank hold CDNA as of Q4 2022.

JP Morgan Private Wealth Advisors reported no remaining CareDx position as of Q4 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 19,760 CareDx shares in Q4 2022, an estimated $336K.
JP Morgan Private Wealth Advisors first reported a position in CareDx in Q3 2020 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's CareDx position peaked at $2.86M in Q2 2021.
168 funds tracked by Wall St. Rank held CareDx as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.