PH
CDNA icon

Pinnacle Holdings’s CareDx CDNA Stock Holding History

Pinnacle Holdings’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
-1,292
Closed -$13.7K – 233
2024
Q1 		$13.7K Hold
1,292
– – 0.01% 217
2023
Q4 		$15.5K Hold
1,292
– – 0.01% 210
2023
Q3 		$9.04K Hold
1,292
– – ﹤0.01% 198
2023
Q2 		$11K Hold
1,292
– – ﹤0.01% 198
2023
Q1 		$11.8K Hold
1,292
– – 0.01% 227
2022
Q4 		$14.7K Sell
1,292
-139
-10% -$2.06K 0.01% 201
2022
Q3 		$24.4K Sell
1,431
-128
-8% -$2.75K 0.01% 197
2022
Q2 		$33.5K Sell
1,559
-37
-2% -$1.03K 0.02% 194
2022
Q1 		$59K Hold
1,596
– – 0.02% 187
2021
Q4 		$72.6K Hold
1,596
– – 0.03% 192
2021
Q3 		$101K Buy
+1,596
New +$122K 0.04% 174
2021
Q2 		– Sell
-250
Closed -$17K – 204
2021
Q1 		$17K Hold
250
– – 0.01% 199
2020
Q4 		$18.1K Hold
250
– – 0.01% 201
2020
Q3 		$9.48K Buy
+250
New +$8.44K 0.01% 207

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

Pinnacle Holdings's CDNA Position: Q2 2024 in Review

Pinnacle Holdings sold out of CareDx (CDNA) in Q2 2024, closing a stake of 1,292 shares — an estimated $13.7K sold.

Pinnacle Holdings first reported a position in CDNA in Q3 2020 and held it in 14 quarters. The position peaked at $101K in Q3 2021. 154 funds tracked by Wall St. Rank hold CDNA as of Q2 2024.

  • Pinnacle Holdings reported no remaining CareDx position as of Q2 2024 after selling out during the quarter.
  • Pinnacle Holdings sold 1,292 CareDx shares in Q2 2024, an estimated $13.7K.
  • Pinnacle Holdings first reported a position in CareDx in Q3 2020 and held it in 14 quarters.
  • Pinnacle Holdings's CareDx position peaked at $101K in Q3 2021.
  • 154 funds tracked by Wall St. Rank held CareDx as of Q2 2024.

Based on Pinnacle Holdings's 13F filing for Q2 2024, filed 13 Aug 2024.