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Williams Jones Wealth Management’s CareDx CDNA Stock Holding History

Williams Jones Wealth Management’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
Q4 		– Sell
-4,070
Closed -$258K – 513
2021
Q3 		$258K Buy
+4,070
New +$310K ﹤0.01% 421

Other funds holding CDNA

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Williams Jones Wealth Management's CDNA Position: Q4 2021 in Review

Williams Jones Wealth Management sold out of CareDx (CDNA) in Q4 2021, closing a stake of 4,070 shares — an estimated $258K sold.

Williams Jones Wealth Management first reported a position in CDNA in Q3 2021 and held it in 1 quarter. The position peaked at $258K in Q3 2021. 224 funds tracked by Wall St. Rank hold CDNA as of Q4 2021.

  • Williams Jones Wealth Management reported no remaining CareDx position as of Q4 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 4,070 CareDx shares in Q4 2021, an estimated $258K.
  • Williams Jones Wealth Management first reported a position in CareDx in Q3 2021 and held it in 1 quarter.
  • Williams Jones Wealth Management's CareDx position peaked at $258K in Q3 2021.
  • 224 funds tracked by Wall St. Rank held CareDx as of Q4 2021.

Based on Williams Jones Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.