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Juncture Wealth Strategies’s CareDx CDNA Stock Holding History

Juncture Wealth Strategies’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
Q2 		– Sell
-10,701
Closed -$396K – 108
2022
Q1 		$396K Sell
10,701
-2,610
-20% -$102K 0.19% 89
2021
Q4 		$605K Sell
13,311
-1,458
-10% -$76.1K 0.29% 68
2021
Q3 		$936K Buy
14,769
+1,422
+11% +$108K 0.49% 41
2021
Q2 		$1.03M Sell
13,347
-1,611
-11% -$128K 0.59% 35
2021
Q1 		$942K Sell
14,958
-2,032
-12% -$158K 0.59% 40
2020
Q4 		$1.23M Sell
16,990
-2,918
-15% -$169K 0.78% 29
2020
Q3 		$755K Buy
19,908
+340
+2% +$11.5K 0.52% 45
2020
Q2 		$693K Sell
19,568
-239
-1% -$6.8K 0.52% 47
2020
Q1 		$432K Sell
19,807
-788
-4% -$17.7K 0.4% 59
2019
Q4 		$444K Buy
20,595
+1,610
+8% +$36.9K 0.35% 73
2019
Q3 		$429K Buy
+18,985
New +$526K 0.38% 67

Other funds holding CDNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Juncture Wealth Strategies's CDNA Position: Q2 2022 in Review

Juncture Wealth Strategies sold out of CareDx (CDNA) in Q2 2022, closing a stake of 10,701 shares — an estimated $396K sold.

Juncture Wealth Strategies first reported a position in CDNA in Q3 2019 and held it in 11 quarters. The position peaked at $1.23M in Q4 2020. 184 funds tracked by Wall St. Rank hold CDNA as of Q2 2022.

  • Juncture Wealth Strategies reported no remaining CareDx position as of Q2 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 10,701 CareDx shares in Q2 2022, an estimated $396K.
  • Juncture Wealth Strategies first reported a position in CareDx in Q3 2019 and held it in 11 quarters.
  • Juncture Wealth Strategies's CareDx position peaked at $1.23M in Q4 2020.
  • 184 funds tracked by Wall St. Rank held CareDx as of Q2 2022.

Based on Juncture Wealth Strategies's 13F filing for Q2 2022, filed 14 Jul 2022.