TFO Wealth Partners’s CareDx CDNA Stock Holding History

TFO 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
2023 Q4	–	Sell	-28	Closed	-$238	–	958
2023 Q3	$238	Buy	+28	New	+$259	﹤0.01%	740

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

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

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

NAMA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

TFO Wealth Partners's CDNA Position: Q4 2023 in Review

TFO Wealth Partners sold out of CareDx (CDNA) in Q4 2023, closing a stake of 28 shares — an estimated $238 sold.

TFO Wealth Partners first reported a position in CDNA in Q3 2023 and held it in 1 quarter. The position peaked at $238 in Q3 2023. 147 funds tracked by Wall St. Rank hold CDNA as of Q4 2023.

TFO Wealth Partners reported no remaining CareDx position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 28 CareDx shares in Q4 2023, an estimated $238.
TFO Wealth Partners first reported a position in CareDx in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's CareDx position peaked at $238 in Q3 2023.
147 funds tracked by Wall St. Rank held CareDx as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.