Lee, Danner & Bass’s Insight Molecular Diagnostics IMDX Stock Holding History

Lee, Danner & Bass’s Portfolio IMDX Stock Details IMDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,388	Closed	-$3.3K	–	559
2024 Q4	$3.3K	Buy	+1,388	New	+$3.77K	﹤0.01%	634
2023 Q3	–	Sell	-1,388	Closed	-$6K	–	206
2023 Q2	$6K	Hold	1,388	–	–	﹤0.01%	203
2023 Q1	$10K	Hold	1,388	–	–	﹤0.01%	195
2022 Q4	$9K	Buy	+1,388	New	+$15.3K	﹤0.01%	195

Other funds holding IMDX

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

PVI

Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

WIA

Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lee, Danner & Bass's IMDX Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Insight Molecular Diagnostics (IMDX) in Q1 2025, closing a stake of 1,388 shares — an estimated $3.3K sold.

Lee, Danner & Bass first reported a position in IMDX in Q4 2022 and held it in 4 quarters. The position peaked at $10K in Q1 2023. 30 funds tracked by Wall St. Rank hold IMDX as of Q1 2025.

Lee, Danner & Bass reported no remaining Insight Molecular Diagnostics position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 1,388 Insight Molecular Diagnostics shares in Q1 2025, an estimated $3.3K.
Lee, Danner & Bass first reported a position in Insight Molecular Diagnostics in Q4 2022 and held it in 4 quarters.
Lee, Danner & Bass's Insight Molecular Diagnostics position peaked at $10K in Q1 2023.
30 funds tracked by Wall St. Rank held Insight Molecular Diagnostics as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.