Summit Wealth & Retirement Planning’s Co-Diagnostics CODX Stock Holding History

Summit Wealth & Retirement Planning’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
2023 Q1	–	Sell	-411	Closed	-$31.1K	–	107
2022 Q4	$31.1K	Sell	411 -52	-11%	-$4.87K	0.01%	103
2022 Q3	$45K	Hold	463	–	–	0.02%	105
2022 Q2	$78K	Sell	463 -12	-3%	-$1.82K	0.03%	110
2022 Q1	$88K	Sell	475 -8	-2%	-$1.66K	0.03%	100
2021 Q4	$129K	Sell	483 -572	-54%	-$150K	0.04%	87
2021 Q3	$308K	Sell	1,055 -149	-12%	-$43.5K	0.11%	73
2021 Q2	$298K	Buy	1,204 +7	+0.6%	+$1.8K	0.11%	71
2021 Q1	$343K	Buy	1,197 +7	+0.6%	+$2.79K	0.13%	80
2020 Q4	$332K	Buy	+1,190	New	+$441K	0.13%	92

Other funds holding CODX

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Summit Wealth & Retirement Planning's CODX Position: Q1 2023 in Review

Summit Wealth & Retirement Planning sold out of Co-Diagnostics (CODX) in Q1 2023, closing a stake of 411 shares — an estimated $31.1K sold.

Summit Wealth & Retirement Planning first reported a position in CODX in Q4 2020 and held it in 9 quarters. The position peaked at $343K in Q1 2021. 51 funds tracked by Wall St. Rank hold CODX as of Q1 2023.

Summit Wealth & Retirement Planning reported no remaining Co-Diagnostics position as of Q1 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 411 Co-Diagnostics shares in Q1 2023, an estimated $31.1K.
Summit Wealth & Retirement Planning first reported a position in Co-Diagnostics in Q4 2020 and held it in 9 quarters.
Summit Wealth & Retirement Planning's Co-Diagnostics position peaked at $343K in Q1 2021.
51 funds tracked by Wall St. Rank held Co-Diagnostics as of Q1 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2023, filed 11 May 2023.