Williams Jones Wealth Management’s Insight Molecular Diagnostics IMDX Stock Holding History

Williams Jones Wealth Management’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	-750	Closed	-$3.45K	–	566
2023 Q2	$3.45K	Hold	750	–	–	﹤0.01%	526
2023 Q1	$5.32K	Hold	750	–	–	﹤0.01%	561
2022 Q4	$4.81K	Hold	750	–	–	﹤0.01%	556
2022 Q3	$11K	Hold	750	–	–	﹤0.01%	565
2022 Q2	$13K	Hold	750	–	–	﹤0.01%	566
2022 Q1	$22K	Hold	750	–	–	﹤0.01%	519
2021 Q4	$33K	Buy	+750	New	+$43.1K	﹤0.01%	488
2021 Q2	–	Sell	-750	Closed	-$78K	–	513
2021 Q1	$78K	Hold	750	–	–	﹤0.01%	472
2020 Q4	$36K	Hold	750	–	–	﹤0.01%	463
2020 Q3	$21K	Hold	750	–	–	﹤0.01%	431
2020 Q2	$29K	Hold	750	–	–	﹤0.01%	409
2020 Q1	$37K	Hold	750	–	–	﹤0.01%	373
2019 Q4	$34K	Hold	750	–	–	﹤0.01%	436
2019 Q3	$32K	Buy	+750	New	+$29.5K	﹤0.01%	420

Other funds holding IMDX

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Williams Jones Wealth Management's IMDX Position: Q3 2023 in Review

Williams Jones Wealth Management sold out of Insight Molecular Diagnostics (IMDX) in Q3 2023, closing a stake of 750 shares — an estimated $3.45K sold.

Williams Jones Wealth Management first reported a position in IMDX in Q3 2019 and held it in 14 quarters. The position peaked at $78K in Q1 2021. 30 funds tracked by Wall St. Rank hold IMDX as of Q3 2023.

Williams Jones Wealth Management reported no remaining Insight Molecular Diagnostics position as of Q3 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 750 Insight Molecular Diagnostics shares in Q3 2023, an estimated $3.45K.
Williams Jones Wealth Management first reported a position in Insight Molecular Diagnostics in Q3 2019 and held it in 14 quarters.
Williams Jones Wealth Management's Insight Molecular Diagnostics position peaked at $78K in Q1 2021.
30 funds tracked by Wall St. Rank held Insight Molecular Diagnostics as of Q3 2023.

Based on Williams Jones Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.