Ladenburg Thalmann Financial Services’s CareDx CDNA Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$25K	Buy	1,192 +191	+19%	+$4.38K	﹤0.01%	4001
2019 Q3	$22K	Sell	1,001 -1,424	-59%	-$39.4K	﹤0.01%	3978
2019 Q2	$87K	Sell	2,425 -223	-8%	-$7.14K	﹤0.01%	3064
2019 Q1	$83K	Buy	2,648 +698	+36%	+$20.3K	﹤0.01%	3017
2018 Q4	$49K	Sell	1,950 -1,648	-46%	-$42.3K	﹤0.01%	3255
2018 Q3	$104K	Buy	3,598 +1,798	+100%	+$33.6K	﹤0.01%	2791
2018 Q2	$14K	Hold	1,800	–	–	﹤0.01%	4039
2018 Q1	$14K	Hold	1,800	–	–	﹤0.01%	4039
2017 Q4	$13K	Buy	+1,800	New	+$11.2K	﹤0.01%	4032
2017 Q1	–	Sell	-2,247	Closed	-$6K	–	4846
2016 Q4	$6K	Buy	+2,247	New	+$7.78K	﹤0.01%	4118

Other funds holding CDNA

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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

CCM

Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

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

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

Ladenburg Thalmann Financial Services's CDNA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its CareDx (CDNA) stake by 19% in Q4 2019, buying an estimated $4.38K and bringing the position to 1,192 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #4001.

Ladenburg Thalmann Financial Services first reported a position in CDNA in Q4 2016 and has held it in 10 quarters since. The position peaked at $104K in Q3 2018. 159 funds tracked by Wall St. Rank hold CDNA as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,192 shares of CareDx worth $25K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 191 CareDx shares in Q4 2019, an estimated $4.38K.
CareDx made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4001 holding.
Ladenburg Thalmann Financial Services first reported a position in CareDx in Q4 2016 and has held it in 10 quarters since.
Ladenburg Thalmann Financial Services's CareDx position peaked at $104K in Q3 2018.
159 funds tracked by Wall St. Rank held CareDx as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.