Stifel Financial
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Stifel Financial’s CareDx CDNA Stock Holding History

Stifel Financial’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
-13,994
Closed -$518K – 3339
2022
Q1 		$518K Buy
13,994
+157
+1% +$6.12K ﹤0.01% 2560
2021
Q4 		$629K Buy
13,837
+243
+2% +$12.7K ﹤0.01% 2456
2021
Q3 		$861K Sell
13,594
-493
-3% -$37.5K ﹤0.01% 2213
2021
Q2 		$1.29M Sell
14,087
-70
-0.5% -$5.56K ﹤0.01% 1902
2021
Q1 		$964K Sell
14,157
-4,107
-22% -$319K ﹤0.01% 2012
2020
Q4 		$1.32M Buy
18,264
+857
+5% +$49.7K ﹤0.01% 1647
2020
Q3 		$661K Sell
17,407
-3,504
-17% -$118K ﹤0.01% 1910
2020
Q2 		$741K Buy
20,911
+2,043
+11% +$58.1K ﹤0.01% 1751
2020
Q1 		$448K Buy
+18,868
New +$423K ﹤0.01% 1937

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 $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Stifel Financial's CDNA Position: Q2 2022 in Review

Stifel Financial sold out of CareDx (CDNA) in Q2 2022, closing a stake of 13,994 shares — an estimated $518K sold.

Stifel Financial first reported a position in CDNA in Q1 2020 and held it in 9 quarters. The position peaked at $1.32M in Q4 2020. 184 funds tracked by Wall St. Rank hold CDNA as of Q2 2022.

  • Stifel Financial reported no remaining CareDx position as of Q2 2022 after selling out during the quarter.
  • Stifel Financial sold 13,994 CareDx shares in Q2 2022, an estimated $518K.
  • Stifel Financial first reported a position in CareDx in Q1 2020 and held it in 9 quarters.
  • Stifel Financial's CareDx position peaked at $1.32M in Q4 2020.
  • 184 funds tracked by Wall St. Rank held CareDx as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.