LWS Wealth Advisors’s Cardiff Oncology CRDF Stock Holding History

LWS Wealth Advisors’s Portfolio CRDF Stock Details CRDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-156,394	Closed	-$282K	–	54
2019 Q4	$282K	Buy	+156,394	New	+$223K	0.15%	49

Other funds holding CRDF

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $117M AUM 28.12% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWS Wealth Advisors's CRDF Position: Q1 2020 in Review

LWS Wealth Advisors sold out of Cardiff Oncology (CRDF) in Q1 2020, closing a stake of 156,394 shares — an estimated $282K sold.

LWS Wealth Advisors first reported a position in CRDF in Q4 2019 and held it in 1 quarter. The position peaked at $282K in Q4 2019. 18 funds tracked by Wall St. Rank hold CRDF as of Q1 2020.

LWS Wealth Advisors reported no remaining Cardiff Oncology position as of Q1 2020 after selling out during the quarter.
LWS Wealth Advisors sold 156,394 Cardiff Oncology shares in Q1 2020, an estimated $282K.
LWS Wealth Advisors first reported a position in Cardiff Oncology in Q4 2019 and held it in 1 quarter.
LWS Wealth Advisors's Cardiff Oncology position peaked at $282K in Q4 2019.
18 funds tracked by Wall St. Rank held Cardiff Oncology as of Q1 2020.

Based on LWS Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.