Private Wealth Partners’s Insight Molecular Diagnostics IMDX Stock Holding History

Private Wealth Partners’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
2021 Q3	–	Sell	-7,500	Closed	-$861K	–	83
2021 Q2	$861K	Hold	7,500	–	–	0.08%	71
2021 Q1	$779K	Hold	7,500	–	–	0.08%	66
2020 Q4	$359K	Hold	7,500	–	–	0.04%	94
2020 Q3	$209K	Hold	7,500	–	–	0.02%	103
2020 Q2	$287K	Buy	7,500 +3,500	+88%	+$181K	0.04%	91
2020 Q1	$196K	Hold	4,000	–	–	0.03%	108
2019 Q4	$180K	Hold	4,000	–	–	0.02%	117
2019 Q3	$168K	Buy	+4,000	New	+$157K	0.03%	115

Other funds holding IMDX

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

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

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Partners's IMDX Position: Q3 2021 in Review

Private Wealth Partners sold out of Insight Molecular Diagnostics (IMDX) in Q3 2021, closing a stake of 7,500 shares — an estimated $861K sold.

Private Wealth Partners first reported a position in IMDX in Q3 2019 and held it in 8 quarters. The position peaked at $861K in Q2 2021. 95 funds tracked by Wall St. Rank hold IMDX as of Q3 2021.

Private Wealth Partners reported no remaining Insight Molecular Diagnostics position as of Q3 2021 after selling out during the quarter.
Private Wealth Partners sold 7,500 Insight Molecular Diagnostics shares in Q3 2021, an estimated $861K.
Private Wealth Partners first reported a position in Insight Molecular Diagnostics in Q3 2019 and held it in 8 quarters.
Private Wealth Partners's Insight Molecular Diagnostics position peaked at $861K in Q2 2021.
95 funds tracked by Wall St. Rank held Insight Molecular Diagnostics as of Q3 2021.

Based on Private Wealth Partners's 13F filing for Q3 2021, filed 12 Nov 2021.