WE
IMDX

Wealth Effects’s Insight Molecular Diagnostics IMDX Stock Holding History

Wealth Effects’s Portfolio IMDX Stock Details IMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,025
Closed -$9.31K – 203
2023
Q2 		$9.31K Hold
2,025
– – ﹤0.01% 201
2023
Q1 		$14.4K Hold
2,025
– – 0.01% 196
2022
Q4 		$13K Sell
2,025
-525
-21% -$5.79K 0.01% 190
2022
Q3 		$37K Buy
2,550
+100
+4% +$1.73K 0.02% 181
2022
Q2 		$44K Hold
2,450
– – 0.03% 184
2022
Q1 		$73K Buy
2,450
+275
+13% +$8.79K 0.03% 196
2021
Q4 		$94K Buy
+2,175
New +$125K 0.04% 208

Other funds holding IMDX

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealth Effects's IMDX Position: Q3 2023 in Review

Wealth Effects sold out of Insight Molecular Diagnostics (IMDX) in Q3 2023, closing a stake of 2,025 shares — an estimated $9.31K sold.

Wealth Effects first reported a position in IMDX in Q4 2021 and held it in 7 quarters. The position peaked at $94K in Q4 2021. 30 funds tracked by Wall St. Rank hold IMDX as of Q3 2023.

  • Wealth Effects reported no remaining Insight Molecular Diagnostics position as of Q3 2023 after selling out during the quarter.
  • Wealth Effects sold 2,025 Insight Molecular Diagnostics shares in Q3 2023, an estimated $9.31K.
  • Wealth Effects first reported a position in Insight Molecular Diagnostics in Q4 2021 and held it in 7 quarters.
  • Wealth Effects's Insight Molecular Diagnostics position peaked at $94K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Insight Molecular Diagnostics as of Q3 2023.

Based on Wealth Effects's 13F filing for Q3 2023, filed 16 Oct 2023.