SignatureFD’s CareDx CDNA Stock Holding History

SignatureFD’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
2026 Q1	–	Sell	-31	Closed	-$584	–	3495
2025 Q4	$584	Buy	+31	New	+$519	﹤0.01%	3212
2025 Q3	–	Sell	-352	Closed	-$6.88K	–	3399
2025 Q2	$6.88K	Hold	352	–	–	﹤0.01%	2481
2025 Q1	$6.25K	Hold	352	–	–	﹤0.01%	2516
2024 Q4	$7.54K	Hold	352	–	–	﹤0.01%	2458
2024 Q3	$11K	Hold	352	–	–	﹤0.01%	2296
2024 Q2	$5.47K	Buy	+352	New	+$4.25K	﹤0.01%	2480
2022 Q3	–	Sell	-10	Closed	–	–	3125
2022 Q2	$0	Sell	10 -9	-47%	-$250	﹤0.01%	3136
2022 Q1	$1K	Sell	19 -8	-30%	-$312	﹤0.01%	2955
2021 Q4	$1K	Buy	27 +13	+93%	+$679	﹤0.01%	2886
2021 Q3	$1K	Sell	14 -6	-30%	-$457	﹤0.01%	2791
2021 Q2	$2K	Buy	+20	New	+$1.59K	﹤0.01%	2545
2019 Q3	–	Sell	-2	Closed	–	–	2101
2019 Q2	$0	Buy	+2	New	+$64	﹤0.01%	2041

Other funds holding CDNA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Chevy Chase Trust

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return