PF
IMDX

Phoenix Financial’s Insight Molecular Diagnostics IMDX Stock Holding History

Phoenix 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
2020
Q4 		– Sell
-15,857
Closed -$426K – 410
2020
Q3 		$426K Buy
15,857
+1,243
+9% +$35.6K 0.02% 239
2020
Q2 		$597K Buy
14,614
+1,411
+11% +$72.9K 0.03% 233
2020
Q1 		$628K Buy
+13,203
New +$647K 0.03% 230

Other funds holding IMDX

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Phoenix Financial's IMDX Position: Q4 2020 in Review

Phoenix Financial sold out of Insight Molecular Diagnostics (IMDX) in Q4 2020, closing a stake of 15,857 shares — an estimated $426K sold.

Phoenix Financial first reported a position in IMDX in Q1 2020 and held it in 3 quarters. The position peaked at $628K in Q1 2020. 60 funds tracked by Wall St. Rank hold IMDX as of Q4 2020.

  • Phoenix Financial reported no remaining Insight Molecular Diagnostics position as of Q4 2020 after selling out during the quarter.
  • Phoenix Financial sold 15,857 Insight Molecular Diagnostics shares in Q4 2020, an estimated $426K.
  • Phoenix Financial first reported a position in Insight Molecular Diagnostics in Q1 2020 and held it in 3 quarters.
  • Phoenix Financial's Insight Molecular Diagnostics position peaked at $628K in Q1 2020.
  • 60 funds tracked by Wall St. Rank held Insight Molecular Diagnostics as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.