Legacy Financial Advisors’s CareDx CDNA Stock Holding History

Legacy Financial Advisors’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 Q2	–	Sell	-94	Closed	-$3K	–	248
2019 Q1	$3K	Buy	+94	New	+$2.74K	﹤0.01%	848

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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Legacy Financial Advisors's CDNA Position: Q2 2019 in Review

Legacy Financial Advisors sold out of CareDx (CDNA) in Q2 2019, closing a stake of 94 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in CDNA in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 182 funds tracked by Wall St. Rank hold CDNA as of Q2 2019.

Legacy Financial Advisors reported no remaining CareDx position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 94 CareDx shares in Q2 2019, an estimated $3K.
Legacy Financial Advisors first reported a position in CareDx in Q1 2019 and held it in 1 quarter.
Legacy Financial Advisors's CareDx position peaked at $3K in Q1 2019.
182 funds tracked by Wall St. Rank held CareDx as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.