SFS
CDNA icon

Sowell Financial Services’s CareDx CDNA Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-64
Closed -$5K – 880
2021
Q1 		$5K Hold
64
– – ﹤0.01% 2585
2020
Q4 		$5K Buy
64
+6
+10% +$348 ﹤0.01% 2258
2020
Q3 		$2K Buy
+58
New +$1.96K ﹤0.01% 2200

Other funds holding CDNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Sowell Financial Services's CDNA Position: Q2 2021 in Review

Sowell Financial Services sold out of CareDx (CDNA) in Q2 2021, closing a stake of 64 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in CDNA in Q3 2020 and held it in 3 quarters. The position peaked at $5K in Q1 2021. 254 funds tracked by Wall St. Rank hold CDNA as of Q2 2021.

  • Sowell Financial Services reported no remaining CareDx position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 64 CareDx shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in CareDx in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's CareDx position peaked at $5K in Q1 2021.
  • 254 funds tracked by Wall St. Rank held CareDx as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.