Key Financial Inc’s CareDx CDNA Stock Holding History

Key Financial Inc’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
2023 Q1	–	Sell	-116	Closed	-$1.97K	–	1173
2022 Q4	$1.97K	Hold	116	–	–	﹤0.01%	955
2022 Q3	$2K	Hold	116	–	–	﹤0.01%	931
2022 Q2	$3K	Hold	116	–	–	﹤0.01%	871
2022 Q1	$4K	Buy	+116	New	+$4.52K	﹤0.01%	817

Other funds holding CDNA

AIM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Key Financial Inc's CDNA Position: Q1 2023 in Review

Key Financial Inc sold out of CareDx (CDNA) in Q1 2023, closing a stake of 116 shares — an estimated $1.97K sold.

Key Financial Inc first reported a position in CDNA in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 156 funds tracked by Wall St. Rank hold CDNA as of Q1 2023.

Key Financial Inc reported no remaining CareDx position as of Q1 2023 after selling out during the quarter.
Key Financial Inc sold 116 CareDx shares in Q1 2023, an estimated $1.97K.
Key Financial Inc first reported a position in CareDx in Q1 2022 and held it in 4 quarters.
Key Financial Inc's CareDx position peaked at $4K in Q1 2022.
156 funds tracked by Wall St. Rank held CareDx as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.