Plante Moran Financial Advisors’s CareDx CDNA Stock Holding History

Plante Moran Financial 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	-1,000	Closed	-$37K	–	983
2022 Q1	$37K	Hold	1,000	–	–	0.01%	375
2021 Q4	$45K	Hold	1,000	–	–	0.01%	384
2021 Q3	$63K	Hold	1,000	–	–	0.01%	337
2021 Q2	$92K	Hold	1,000	–	–	0.02%	260
2021 Q1	$68K	Hold	1,000	–	–	0.02%	302
2020 Q4	$72K	Sell	1,000 -672	-40%	-$38.9K	0.02%	287
2020 Q3	$63K	Hold	1,672	–	–	0.02%	284
2020 Q2	$59K	Hold	1,672	–	–	0.02%	273
2020 Q1	$36K	Hold	1,672	–	–	0.02%	305
2019 Q4	$36K	Buy	1,672 +672	+67%	+$15.4K	0.01%	368
2019 Q3	$23K	Hold	1,000	–	–	0.01%	465
2019 Q2	$36K	Hold	1,000	–	–	0.01%	389
2019 Q1	$32K	Sell	1,000 -500	-33%	-$14.6K	0.01%	406
2018 Q4	$38K	Hold	1,500	–	–	0.01%	341
2018 Q3	$43K	Buy	+1,500	New	+$28.1K	0.01%	334

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

Plante Moran Financial Advisors's CDNA Position: Q2 2022 in Review

Plante Moran Financial Advisors sold out of CareDx (CDNA) in Q2 2022, closing a stake of 1,000 shares — an estimated $37K sold.

Plante Moran Financial Advisors first reported a position in CDNA in Q3 2018 and held it in 15 quarters. The position peaked at $92K in Q2 2021. 184 funds tracked by Wall St. Rank hold CDNA as of Q2 2022.

Plante Moran Financial Advisors reported no remaining CareDx position as of Q2 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,000 CareDx shares in Q2 2022, an estimated $37K.
Plante Moran Financial Advisors first reported a position in CareDx in Q3 2018 and held it in 15 quarters.
Plante Moran Financial Advisors's CareDx position peaked at $92K in Q2 2021.
184 funds tracked by Wall St. Rank held CareDx as of Q2 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.