Security National Bank’s CareDx CDNA Stock Holding History

Security National Bank’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
2024 Q1	–	Sell	-39	Closed	-$468	–	286
2023 Q4	$468	Buy	+39	New	+$320	﹤0.01%	302

Other funds holding CDNA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Security National Bank's CDNA Position: Q1 2024 in Review

Security National Bank sold out of CareDx (CDNA) in Q1 2024, closing a stake of 39 shares — an estimated $468 sold.

Security National Bank first reported a position in CDNA in Q4 2023 and held it in 1 quarter. The position peaked at $468 in Q4 2023. 147 funds tracked by Wall St. Rank hold CDNA as of Q1 2024.

Security National Bank reported no remaining CareDx position as of Q1 2024 after selling out during the quarter.
Security National Bank sold 39 CareDx shares in Q1 2024, an estimated $468.
Security National Bank first reported a position in CareDx in Q4 2023 and held it in 1 quarter.
Security National Bank's CareDx position peaked at $468 in Q4 2023.
147 funds tracked by Wall St. Rank held CareDx as of Q1 2024.

Based on Security National Bank's 13F filing for Q1 2024, filed 15 Apr 2024.