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Newbridge Financial Services Group’s CareDx CDNA Stock Holding History

Newbridge Financial Services Group’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
2024
Q2 		– Sell
-1,500
Closed -$15.9K – 1111
2024
Q1 		$15.9K Hold
1,500
– – 0.01% 654
2023
Q4 		$18K Hold
1,500
– – 0.01% 614
2023
Q3 		$10.5K Hold
1,500
– – 0.01% 811
2023
Q2 		$12.8K Buy
+1,500
New +$12.5K 0.01% 833
2021
Q1 		– Sell
-87
Closed -$6K – 1387
2020
Q4 		$6K Hold
87
– – ﹤0.01% 811
2020
Q3 		$3K Buy
+87
New +$2.94K ﹤0.01% 866

Other funds holding CDNA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Newbridge Financial Services Group's CDNA Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of CareDx (CDNA) in Q2 2024, closing a stake of 1,500 shares — an estimated $15.9K sold.

Newbridge Financial Services Group first reported a position in CDNA in Q3 2020 and held it in 6 quarters. The position peaked at $18K in Q4 2023. 154 funds tracked by Wall St. Rank hold CDNA as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining CareDx position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,500 CareDx shares in Q2 2024, an estimated $15.9K.
  • Newbridge Financial Services Group first reported a position in CareDx in Q3 2020 and held it in 6 quarters.
  • Newbridge Financial Services Group's CareDx position peaked at $18K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held CareDx as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.