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Wipfli Financial Advisors’s CareDx CDNA Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$9K Buy
+502
New +$10.8K ﹤0.01% 1873

Other funds holding CDNA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wipfli Financial Advisors's CDNA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in CareDx (CDNA) in Q3 2022: 502 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1873 among its holdings.

182 funds tracked by Wall St. Rank hold CDNA as of Q3 2022.

  • Wipfli Financial Advisors held 502 shares of CareDx worth $9K as of Q3 2022.
  • CareDx was a new Wipfli Financial Advisors position in Q3 2022.
  • CareDx made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1873 holding.
  • 182 funds tracked by Wall St. Rank held CareDx as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.