Vontobel Holding
CDIO icon

Vontobel Holding’s Cardio Diagnostics CDIO Stock Holding History

Vontobel Holding’s Portfolio CDIO Stock Details CDIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-400
Closed -$17K – 1090
2024
Q1 		$17K Hold
400
– – ﹤0.01% 1076
2023
Q4 		$30.1K Buy
+400
New +$13.8K ﹤0.01% 1084

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TSS
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Northern Trust
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State Street
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

Vontobel Holding's CDIO Position: Q2 2024 in Review

Vontobel Holding sold out of Cardio Diagnostics (CDIO) in Q2 2024, closing a stake of 400 shares — an estimated $17K sold.

Vontobel Holding first reported a position in CDIO in Q4 2023 and held it in 2 quarters. The position peaked at $30.1K in Q4 2023. 16 funds tracked by Wall St. Rank hold CDIO as of Q2 2024.

  • Vontobel Holding reported no remaining Cardio Diagnostics position as of Q2 2024 after selling out during the quarter.
  • Vontobel Holding sold 400 Cardio Diagnostics shares in Q2 2024, an estimated $17K.
  • Vontobel Holding first reported a position in Cardio Diagnostics in Q4 2023 and held it in 2 quarters.
  • Vontobel Holding's Cardio Diagnostics position peaked at $30.1K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Cardio Diagnostics as of Q2 2024.

Based on Vontobel Holding's 13F filing for Q2 2024, filed 13 Aug 2024.