Stratos Wealth Partners’s CareDx CDNA Stock Holding History

Stratos 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	-4,158	Closed	-$263K	–	1263
2021 Q3	$263K	Sell	4,158 -701	-14%	-$53.4K	0.01%	986
2021 Q2	$445K	Sell	4,859 -1,134	-19%	-$90.1K	0.01%	814
2021 Q1	$408K	Sell	5,993 -373	-6%	-$29K	0.01%	774
2020 Q4	$461K	Buy	+6,366	New	+$369K	0.01%	706

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

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

Stratos Wealth Partners sold out of CareDx (CDNA) in Q4 2021, closing a stake of 4,158 shares — an estimated $263K sold.

Stratos Wealth Partners first reported a position in CDNA in Q4 2020 and held it in 4 quarters. The position peaked at $461K in Q4 2020. 224 funds tracked by Wall St. Rank hold CDNA as of Q4 2021.

Stratos Wealth Partners reported no remaining CareDx position as of Q4 2021 after selling out during the quarter.
Stratos Wealth Partners sold 4,158 CareDx shares in Q4 2021, an estimated $263K.
Stratos Wealth Partners first reported a position in CareDx in Q4 2020 and held it in 4 quarters.
Stratos Wealth Partners's CareDx position peaked at $461K in Q4 2020.
224 funds tracked by Wall St. Rank held CareDx as of Q4 2021.

Based on Stratos Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.