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Wealthcare Advisory Partners’s CareDx CDNA Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-90
Closed -$6K – 754
2021
Q1 		$6K Buy
+90
New +$6.99K ﹤0.01% 1585
2020
Q2 		– Sell
-40
Closed -$1K – 468
2020
Q1 		$1K Buy
+40
New +$896 ﹤0.01% 1366

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AIM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

Wealthcare Advisory Partners's CDNA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of CareDx (CDNA) in Q2 2021, closing a stake of 90 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in CDNA in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 254 funds tracked by Wall St. Rank hold CDNA as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining CareDx position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 90 CareDx shares in Q2 2021, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in CareDx in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's CareDx position peaked at $6K in Q1 2021.
  • 254 funds tracked by Wall St. Rank held CareDx as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.