NewEdge Advisors’s CareDx CDNA Stock Holding History

NewEdge 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
2023 Q2	–	Sell	-47	Closed	-$430	–	3508
2023 Q1	$430	Sell	47 -14	-23%	-$179	﹤0.01%	3251
2022 Q4	$161	Buy	+61	New	+$904	﹤0.01%	3321

Other funds holding CDNA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

NewEdge Advisors's CDNA Position: Q2 2023 in Review

NewEdge Advisors sold out of CareDx (CDNA) in Q2 2023, closing a stake of 47 shares — an estimated $430 sold.

NewEdge Advisors first reported a position in CDNA in Q4 2022 and held it in 2 quarters. The position peaked at $430 in Q1 2023. 154 funds tracked by Wall St. Rank hold CDNA as of Q2 2023.

NewEdge Advisors reported no remaining CareDx position as of Q2 2023 after selling out during the quarter.
NewEdge Advisors sold 47 CareDx shares in Q2 2023, an estimated $430.
NewEdge Advisors first reported a position in CareDx in Q4 2022 and held it in 2 quarters.
NewEdge Advisors's CareDx position peaked at $430 in Q1 2023.
154 funds tracked by Wall St. Rank held CareDx as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.