Spearhead Capital Advisors’s CareDx CDNA Stock Holding History

Spearhead Capital Advisors’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 Q2	–	Sell	-7,452	Closed	-$276K	–	184
2022 Q1	$276K	Buy	7,452 +1,915	+35%	+$74.6K	0.03%	146
2021 Q4	$252K	Buy	5,537 +92	+2%	+$4.8K	0.03%	161
2021 Q3	$345K	Sell	5,445 -11	-0.2%	-$838	0.05%	139
2021 Q2	$499K	Buy	5,456 +721	+15%	+$57.3K	0.07%	98
2021 Q1	$322K	Sell	4,735 -5,308	-53%	-$412K	0.05%	150
2020 Q4	$728K	Buy	10,043 +115	+1%	+$6.66K	0.12%	70
2020 Q3	$377K	Buy	9,928 +537	+6%	+$18.1K	0.07%	102
2020 Q2	$333K	Buy	+9,391	New	+$267K	0.07%	90

Other funds holding CDNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Spearhead Capital Advisors's CDNA Position: Q2 2022 in Review

Spearhead Capital Advisors sold out of CareDx (CDNA) in Q2 2022, closing a stake of 7,452 shares — an estimated $276K sold.

Spearhead Capital Advisors first reported a position in CDNA in Q2 2020 and held it in 8 quarters. The position peaked at $728K in Q4 2020. 184 funds tracked by Wall St. Rank hold CDNA as of Q2 2022.

Spearhead Capital Advisors reported no remaining CareDx position as of Q2 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 7,452 CareDx shares in Q2 2022, an estimated $276K.
Spearhead Capital Advisors first reported a position in CareDx in Q2 2020 and held it in 8 quarters.
Spearhead Capital Advisors's CareDx position peaked at $728K in Q4 2020.
184 funds tracked by Wall St. Rank held CareDx as of Q2 2022.

Based on Spearhead Capital Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.