Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SAM
Silvercrest Asset Management’s
CareDx
CDNA
Stock Holding History
Silvercrest Asset Management’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
$5.39M
Sell
310,539
-60,870
-16%
-$1.15M
0.04%
415
2025
Q4
$7M
Hold
371,409
–
–
0.05%
387
2025
Q3
$5.4M
Sell
371,409
-10,528
-3%
-$150K
0.04%
416
2025
Q2
$7.46M
Hold
381,937
–
–
0.05%
367
2025
Q1
$6.78M
Buy
+381,937
New
+$8.23M
0.05%
356
2023
Q1
–
Sell
-352,387
Closed
-$4.02M
–
800
2022
Q4
$4.02M
Sell
352,387
-150,067
-30%
-$2.22M
0.03%
374
2022
Q3
$8.55M
Buy
502,454
+39,961
+9%
+$858K
0.07%
240
2022
Q2
$9.93M
Sell
462,493
-15,205
-3%
-$422K
0.08%
233
2022
Q1
$17.7M
Buy
477,698
+87,372
+22%
+$3.41M
0.11%
198
2021
Q4
$17.8M
Buy
390,326
+173,205
+80%
+$9.04M
0.11%
194
2021
Q3
$13.8M
Buy
217,121
+38,034
+21%
+$2.9M
0.09%
221
2021
Q2
$16.4M
Sell
179,087
-412
-0.2%
-$32.7K
0.11%
207
2021
Q1
$12.2M
Sell
179,499
-23,567
-12%
-$1.83M
0.08%
242
2020
Q4
$14.7M
Sell
203,066
-71,054
-26%
-$4.12M
0.11%
204
2020
Q3
$10.4M
Sell
274,120
-4,782
-2%
-$161K
0.09%
225
2020
Q2
$9.88M
Sell
278,902
-4,950
-2%
-$141K
0.09%
211
2020
Q1
$6.2M
Buy
283,852
+9,819
+4%
+$220K
0.07%
244
2019
Q4
$5.91M
Sell
274,033
-11,724
-4%
-$269K
0.05%
312
2019
Q3
$6.46M
Buy
+285,757
New
+$7.91M
0.05%
282
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
AIM
ARK Investment Management
St. Petersburg, Florida
$12.9B AUM
64.92%
1-Year Est. Return
DM
Deerfield Management
New York
$8.48B AUM
99.04%
1-Year Est. Return
B
Braidwell
Stamford, Connecticut
$3B AUM
46.72%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
GS
Gagnon Securities
New York
$433M AUM
29.08%
1-Year Est. Return
Chevy Chase Trust
Bethesda, Maryland
$34.7B AUM
29.45%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close