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Kestra Private Wealth Services’s Cardiff Oncology CRDF Stock Holding History

Kestra Private Wealth Services’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-33,500
Closed -$586K – 812
2020
Q4 		$586K Buy
33,500
+3,838
+13% +$67.5K 0.04% 401
2020
Q3 		$421K Buy
+29,662
New +$196K 0.04% 419

Other funds holding CRDF

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CA
Corriente Advisors Fort Worth, Texas $9.53M AUM 805.26% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
CC
Caxton Corporation Princeton, New Jersey $1.85M AUM 176.16% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return

Kestra Private Wealth Services's CRDF Position: Q1 2021 in Review

Kestra Private Wealth Services sold out of Cardiff Oncology (CRDF) in Q1 2021, closing a stake of 33,500 shares — an estimated $586K sold.

Kestra Private Wealth Services first reported a position in CRDF in Q3 2020 and held it in 2 quarters. The position peaked at $586K in Q4 2020. 73 funds tracked by Wall St. Rank hold CRDF as of Q1 2021.

  • Kestra Private Wealth Services reported no remaining Cardiff Oncology position as of Q1 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 33,500 Cardiff Oncology shares in Q1 2021, an estimated $586K.
  • Kestra Private Wealth Services first reported a position in Cardiff Oncology in Q3 2020 and held it in 2 quarters.
  • Kestra Private Wealth Services's Cardiff Oncology position peaked at $586K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held Cardiff Oncology as of Q1 2021.

Based on Kestra Private Wealth Services's 13F filing for Q1 2021, filed 11 May 2021.