LWM
IMDX

Liberty Wealth Management’s Insight Molecular Diagnostics IMDX Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-50
Closed -$4K – 800
2021
Q3 		$4K Hold
50
– – ﹤0.01% 979
2021
Q2 		$6K Buy
+50
New +$4.88K ﹤0.01% 763

Other funds holding IMDX

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Liberty Wealth Management's IMDX Position: Q4 2021 in Review

Liberty Wealth Management sold out of Insight Molecular Diagnostics (IMDX) in Q4 2021, closing a stake of 50 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in IMDX in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 88 funds tracked by Wall St. Rank hold IMDX as of Q4 2021.

  • Liberty Wealth Management reported no remaining Insight Molecular Diagnostics position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 50 Insight Molecular Diagnostics shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in Insight Molecular Diagnostics in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Insight Molecular Diagnostics position peaked at $6K in Q2 2021.
  • 88 funds tracked by Wall St. Rank held Insight Molecular Diagnostics as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.