SWMG
CODX

Strategic Wealth Management Group’s Co-Diagnostics CODX Stock Holding History

Strategic Wealth Management Group’s Portfolio CODX Stock Details CODX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-450
Closed -$184K – 128
2020
Q3 		$184K Sell
450
-95
-17% -$48.8K 0.09% 114
2020
Q2 		$316K Sell
545
-10
-2% -$4.56K 0.19% 64
2020
Q1 		$127K Buy
+555
New +$96.2K 0.09% 82

Other funds holding CODX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Strategic Wealth Management Group's CODX Position: Q4 2020 in Review

Strategic Wealth Management Group sold out of Co-Diagnostics (CODX) in Q4 2020, closing a stake of 450 shares — an estimated $184K sold.

Strategic Wealth Management Group first reported a position in CODX in Q1 2020 and held it in 3 quarters. The position peaked at $316K in Q2 2020. 83 funds tracked by Wall St. Rank hold CODX as of Q4 2020.

  • Strategic Wealth Management Group reported no remaining Co-Diagnostics position as of Q4 2020 after selling out during the quarter.
  • Strategic Wealth Management Group sold 450 Co-Diagnostics shares in Q4 2020, an estimated $184K.
  • Strategic Wealth Management Group first reported a position in Co-Diagnostics in Q1 2020 and held it in 3 quarters.
  • Strategic Wealth Management Group's Co-Diagnostics position peaked at $316K in Q2 2020.
  • 83 funds tracked by Wall St. Rank held Co-Diagnostics as of Q4 2020.

Based on Strategic Wealth Management Group's 13F filing for Q4 2020, filed 21 Jan 2021.