Strategic Wealth Partners’s CareDx CDNA Stock Holding History

Strategic Wealth Partners’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 Q4	–	Sell	-6,562	Closed	-$416K	–	285
2021 Q3	$416K	Buy	+6,562	New	+$500K	0.12%	186

Other funds holding CDNA

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

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

AIM

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Strategic Wealth Partners's CDNA Position: Q4 2021 in Review

Strategic Wealth Partners sold out of CareDx (CDNA) in Q4 2021, closing a stake of 6,562 shares — an estimated $416K sold.

Strategic Wealth Partners first reported a position in CDNA in Q3 2021 and held it in 1 quarter. The position peaked at $416K in Q3 2021. 224 funds tracked by Wall St. Rank hold CDNA as of Q4 2021.

Strategic Wealth Partners reported no remaining CareDx position as of Q4 2021 after selling out during the quarter.
Strategic Wealth Partners sold 6,562 CareDx shares in Q4 2021, an estimated $416K.
Strategic Wealth Partners first reported a position in CareDx in Q3 2021 and held it in 1 quarter.
Strategic Wealth Partners's CareDx position peaked at $416K in Q3 2021.
224 funds tracked by Wall St. Rank held CareDx as of Q4 2021.

Based on Strategic Wealth Partners's 13F filing for Q4 2021, filed 11 Feb 2022.