Truist Financial
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Truist Financial’s CareDx CDNA Stock Holding History

Truist Financial’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
Q4 		– Sell
-11,756
Closed -$200K – 2581
2022
Q3 		$200K Sell
11,756
-1,399
-11% -$30K ﹤0.01% 2308
2022
Q2 		$283K Sell
13,155
-5,208
-28% -$144K ﹤0.01% 2253
2022
Q1 		$679K Buy
18,363
+891
+5% +$34.7K ﹤0.01% 1816
2021
Q4 		$794K Buy
17,472
+27
+0.2% +$1.41K ﹤0.01% 1763
2021
Q3 		$1.1M Sell
17,445
-167
-0.9% -$12.7K ﹤0.01% 1539
2021
Q2 		$1.61M Buy
17,612
+656
+4% +$52.1K ﹤0.01% 1401
2021
Q1 		$1.15M Sell
16,956
-916
-5% -$71.1K ﹤0.01% 1508
2020
Q4 		$1.29M Sell
17,872
-2,620
-13% -$152K ﹤0.01% 1361
2020
Q3 		$777K Buy
20,492
+1
+0% +$34 ﹤0.01% 1482
2020
Q2 		$726K Buy
20,491
+6,653
+48% +$189K ﹤0.01% 1429
2020
Q1 		$302K Buy
+13,838
New +$310K ﹤0.01% 1859

Other funds holding CDNA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Truist Financial's CDNA Position: Q4 2022 in Review

Truist Financial sold out of CareDx (CDNA) in Q4 2022, closing a stake of 11,756 shares — an estimated $200K sold.

Truist Financial first reported a position in CDNA in Q1 2020 and held it in 11 quarters. The position peaked at $1.61M in Q2 2021. 168 funds tracked by Wall St. Rank hold CDNA as of Q4 2022.

  • Truist Financial reported no remaining CareDx position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 11,756 CareDx shares in Q4 2022, an estimated $200K.
  • Truist Financial first reported a position in CareDx in Q1 2020 and held it in 11 quarters.
  • Truist Financial's CareDx position peaked at $1.61M in Q2 2021.
  • 168 funds tracked by Wall St. Rank held CareDx as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.