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Tradition Wealth Management’s CareDx CDNA Stock Holding History

Tradition 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
2023
Q3 		– Sell
-429
Closed -$4K – 1366
2023
Q2 		$4K Hold
429
– – ﹤0.01% 1250
2023
Q1 		$4K Hold
429
– – ﹤0.01% 1190
2022
Q4 		$5K Hold
429
– – ﹤0.01% 1032
2022
Q3 		$7K Buy
+429
New +$9.21K ﹤0.01% 994

Other funds holding CDNA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Tradition Wealth Management's CDNA Position: Q3 2023 in Review

Tradition Wealth Management sold out of CareDx (CDNA) in Q3 2023, closing a stake of 429 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in CDNA in Q3 2022 and held it in 4 quarters. The position peaked at $7K in Q3 2022. 150 funds tracked by Wall St. Rank hold CDNA as of Q3 2023.

  • Tradition Wealth Management reported no remaining CareDx position as of Q3 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 429 CareDx shares in Q3 2023, an estimated $4K.
  • Tradition Wealth Management first reported a position in CareDx in Q3 2022 and held it in 4 quarters.
  • Tradition Wealth Management's CareDx position peaked at $7K in Q3 2022.
  • 150 funds tracked by Wall St. Rank held CareDx as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.