Retirement Solution’s CareDx CDNA Stock Holding History

Retirement Solution’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	-7,316	Closed	-$271K	–	39
2022 Q1	$271K	Hold	7,316	–	–	0.12%	34
2021 Q4	$333K	Hold	7,316	–	–	0.14%	34
2021 Q3	$464K	Hold	7,316	–	–	0.21%	28
2021 Q2	$670K	Hold	7,316	–	–	0.32%	18
2021 Q1	$498K	Sell	7,316 -3,829	-34%	-$297K	0.3%	19
2020 Q4	$807K	Buy	+11,145	New	+$646K	0.53%	15

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

Retirement Solution's CDNA Position: Q2 2022 in Review

Retirement Solution sold out of CareDx (CDNA) in Q2 2022, closing a stake of 7,316 shares — an estimated $271K sold.

Retirement Solution first reported a position in CDNA in Q4 2020 and held it in 6 quarters. The position peaked at $807K in Q4 2020. 184 funds tracked by Wall St. Rank hold CDNA as of Q2 2022.

Retirement Solution reported no remaining CareDx position as of Q2 2022 after selling out during the quarter.
Retirement Solution sold 7,316 CareDx shares in Q2 2022, an estimated $271K.
Retirement Solution first reported a position in CareDx in Q4 2020 and held it in 6 quarters.
Retirement Solution's CareDx position peaked at $807K in Q4 2020.
184 funds tracked by Wall St. Rank held CareDx as of Q2 2022.

Based on Retirement Solution's 13F filing for Q2 2022, filed 21 Jul 2022.