Total Clarity Wealth Management’s CareDx CDNA Stock Holding History

Total Clarity Wealth Management’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
2022 Q1	–	Sell	-62	Closed	-$3K	–	312
2021 Q4	$3K	Buy	62 +5	+9%	+$261	﹤0.01%	869
2021 Q3	$4K	Buy	+57	New	+$4.34K	﹤0.01%	836
2021 Q2	–	Sell	-57	Closed	-$4K	–	269
2021 Q1	$4K	Buy	+57	New	+$4.43K	﹤0.01%	712

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Total Clarity Wealth Management's CDNA Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of CareDx (CDNA) in Q1 2022, closing a stake of 62 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in CDNA in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 213 funds tracked by Wall St. Rank hold CDNA as of Q1 2022.

Total Clarity Wealth Management reported no remaining CareDx position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 62 CareDx shares in Q1 2022, an estimated $3K.
Total Clarity Wealth Management first reported a position in CareDx in Q1 2021 and held it in 3 quarters.
Total Clarity Wealth Management's CareDx position peaked at $4K in Q3 2021.
213 funds tracked by Wall St. Rank held CareDx as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.