Raymond James Trust’s CareDx CDNA Stock Holding History

Raymond James Trust’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
2021 Q4	–	Sell	-3,571	Closed	-$226K	–	1192
2021 Q3	$226K	Buy	3,571 +1,182	+49%	+$90K	0.01%	997
2021 Q2	$219K	Buy	+2,389	New	+$190K	0.01%	1012

Other funds holding CDNA

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

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

AIM

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

FAM

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

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

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

ACH

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Raymond James Trust's CDNA Position: Q4 2021 in Review

Raymond James Trust sold out of CareDx (CDNA) in Q4 2021, closing a stake of 3,571 shares — an estimated $226K sold.

Raymond James Trust first reported a position in CDNA in Q2 2021 and held it in 2 quarters. The position peaked at $226K in Q3 2021. 224 funds tracked by Wall St. Rank hold CDNA as of Q4 2021.

Raymond James Trust reported no remaining CareDx position as of Q4 2021 after selling out during the quarter.
Raymond James Trust sold 3,571 CareDx shares in Q4 2021, an estimated $226K.
Raymond James Trust first reported a position in CareDx in Q2 2021 and held it in 2 quarters.
Raymond James Trust's CareDx position peaked at $226K in Q3 2021.
224 funds tracked by Wall St. Rank held CareDx as of Q4 2021.

Based on Raymond James Trust's 13F filing for Q4 2021, filed 31 Jan 2022.