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Wealth Advisors’s QuidelOrtho QDEL Stock Holding History

Wealth Advisors’s Portfolio QDEL Stock Details QDEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$230K Hold
3,149
– – 0.1% 61
2023
Q2 		$275K Hold
3,149
– – 0.12% 55
2023
Q1 		$289K Hold
3,149
– – 0.14% 51
2022
Q4 		$270K Buy
+3,149
New +$267K 0.14% 52

Other funds holding QDEL

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Advisors's QDEL Position: Q3 2023 in Review

Wealth Advisors held its QuidelOrtho (QDEL) position steady in Q3 2023 at 3,149 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #61.

Wealth Advisors first reported a position in QDEL in Q4 2022 and has held it in 4 quarters since. The position peaked at $289K in Q1 2023. 303 funds tracked by Wall St. Rank hold QDEL as of Q3 2023.

  • Wealth Advisors held 3,149 shares of QuidelOrtho worth $230K as of Q3 2023.
  • Wealth Advisors left its QuidelOrtho share count unchanged in Q3 2023.
  • QuidelOrtho made up 0.1% of Wealth Advisors's portfolio in Q3 2023, its #61 holding.
  • Wealth Advisors first reported a position in QuidelOrtho in Q4 2022 and has held it in 4 quarters since.
  • Wealth Advisors's QuidelOrtho position peaked at $289K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held QuidelOrtho as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.