Roundview Capital’s CareDx CDNA Stock Holding History

Roundview Capital’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 Q1	–	Sell	-10,000	Closed	-$455K	–	295
2021 Q4	$455K	Buy	+10,000	New	+$522K	0.05%	242

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

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

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

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

Roundview Capital's CDNA Position: Q1 2022 in Review

Roundview Capital sold out of CareDx (CDNA) in Q1 2022, closing a stake of 10,000 shares — an estimated $455K sold.

Roundview Capital first reported a position in CDNA in Q4 2021 and held it in 1 quarter. The position peaked at $455K in Q4 2021. 213 funds tracked by Wall St. Rank hold CDNA as of Q1 2022.

Roundview Capital reported no remaining CareDx position as of Q1 2022 after selling out during the quarter.
Roundview Capital sold 10,000 CareDx shares in Q1 2022, an estimated $455K.
Roundview Capital first reported a position in CareDx in Q4 2021 and held it in 1 quarter.
Roundview Capital's CareDx position peaked at $455K in Q4 2021.
213 funds tracked by Wall St. Rank held CareDx as of Q1 2022.

Based on Roundview Capital's 13F filing for Q1 2022, filed 11 May 2022.