OneDigital Investment Advisors’s CareDx CDNA Stock Holding History

OneDigital Investment 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
2022 Q2	–	Sell	-5,700	Closed	-$211K	–	724
2022 Q1	$211K	Hold	5,700	–	–	0.01%	693
2021 Q4	$259K	Sell	5,700 -567	-9%	-$29.6K	0.01%	641
2021 Q3	$397K	Sell	6,267 -812	-11%	-$61.8K	0.02%	484
2021 Q2	$648K	Hold	7,079	–	–	0.03%	348
2021 Q1	$482K	Hold	7,079	–	–	0.02%	392
2020 Q4	$513K	Buy	7,079 +1,379	+24%	+$79.9K	0.03%	348
2020 Q3	$216K	Hold	5,700	–	–	0.01%	533
2020 Q2	$202K	Buy	+5,700	New	+$162K	0.01%	550
2019 Q3	–	Sell	-5,900	Closed	-$212K	–	649
2019 Q2	$212K	Buy	+5,900	New	+$189K	0.02%	392

Other funds holding CDNA

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

OneDigital Investment Advisors's CDNA Position: Q2 2022 in Review

OneDigital Investment Advisors sold out of CareDx (CDNA) in Q2 2022, closing a stake of 5,700 shares — an estimated $211K sold.

OneDigital Investment Advisors first reported a position in CDNA in Q2 2019 and held it in 9 quarters. The position peaked at $648K in Q2 2021. 184 funds tracked by Wall St. Rank hold CDNA as of Q2 2022.

OneDigital Investment Advisors reported no remaining CareDx position as of Q2 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 5,700 CareDx shares in Q2 2022, an estimated $211K.
OneDigital Investment Advisors first reported a position in CareDx in Q2 2019 and held it in 9 quarters.
OneDigital Investment Advisors's CareDx position peaked at $648K in Q2 2021.
184 funds tracked by Wall St. Rank held CareDx as of Q2 2022.

Based on OneDigital Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.