TCI Wealth Advisors’s CareDx CDNA Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-334	Closed	-$3.05K	–	547
2023 Q1	$3.05K	Buy	+334	New	+$4.27K	﹤0.01%	1845
2021 Q4	–	Sell	-170	Closed	-$11K	–	2319
2021 Q3	$11K	Buy	170 +3	+2%	+$228	﹤0.01%	1022
2021 Q2	$15K	Buy	167 +103	+161%	+$8.19K	﹤0.01%	701
2021 Q1	$4K	Buy	+64	New	+$4.97K	﹤0.01%	1346

Other funds holding CDNA

AIM

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

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

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

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

TCI Wealth Advisors's CDNA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of CareDx (CDNA) in Q2 2023, closing a stake of 334 shares — an estimated $3.05K sold.

TCI Wealth Advisors first reported a position in CDNA in Q1 2021 and held it in 4 quarters. The position peaked at $15K in Q2 2021. 154 funds tracked by Wall St. Rank hold CDNA as of Q2 2023.

TCI Wealth Advisors reported no remaining CareDx position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 334 CareDx shares in Q2 2023, an estimated $3.05K.
TCI Wealth Advisors first reported a position in CareDx in Q1 2021 and held it in 4 quarters.
TCI Wealth Advisors's CareDx position peaked at $15K in Q2 2021.
154 funds tracked by Wall St. Rank held CareDx as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.