LPL Financial
IMDX

LPL Financial’s Insight Molecular Diagnostics IMDX Stock Holding History

LPL Financial’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
2023
Q3 		– Sell
-6,373
Closed -$29.3K – 4765
2023
Q2 		$29.3K Sell
6,373
-1,005
-14% -$5.06K ﹤0.01% 4481
2023
Q1 		$52.3K Buy
7,378
+327
+5% +$2.43K ﹤0.01% 4295
2022
Q4 		$45.3K Buy
7,051
+109
+2% +$1.2K ﹤0.01% 4277
2022
Q3 		$101K Buy
6,942
+1,501
+28% +$26K ﹤0.01% 4108
2022
Q2 		$98K Buy
5,441
+2,000
+58% +$45.5K ﹤0.01% 4136
2022
Q1 		$103K Buy
3,441
+1,450
+73% +$46.4K ﹤0.01% 3975
2021
Q4 		$86K Buy
1,991
+925
+87% +$53.2K ﹤0.01% 4159
2021
Q3 		$76K Buy
+1,066
New +$98K ﹤0.01% 4186

Other funds holding IMDX

BC
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LPL Financial's IMDX Position: Q3 2023 in Review

LPL Financial sold out of Insight Molecular Diagnostics (IMDX) in Q3 2023, closing a stake of 6,373 shares — an estimated $29.3K sold.

LPL Financial first reported a position in IMDX in Q3 2021 and held it in 8 quarters. The position peaked at $103K in Q1 2022. 30 funds tracked by Wall St. Rank hold IMDX as of Q3 2023.

  • LPL Financial reported no remaining Insight Molecular Diagnostics position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 6,373 Insight Molecular Diagnostics shares in Q3 2023, an estimated $29.3K.
  • LPL Financial first reported a position in Insight Molecular Diagnostics in Q3 2021 and held it in 8 quarters.
  • LPL Financial's Insight Molecular Diagnostics position peaked at $103K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Insight Molecular Diagnostics as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.