YIH
CDNA icon

Y-Intercept (HK)’s CareDx CDNA Stock Holding History

Y-Intercept (HK)’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
2026
Q2 		$352K Sell
12,353
-28,941
-70% -$630K 0.01% 1422
2026
Q1 		$717K Buy
41,294
+15,246
+59% +$289K 0.01% 1150
2025
Q4 		$491K Buy
+26,048
New +$436K 0.01% 1242
2025
Q3 		– Sell
-19,474
Closed -$381K – 1607
2025
Q2 		$381K Buy
+19,474
New +$346K 0.01% 1290
2024
Q3 		– Sell
-46,453
Closed -$721K – 1352
2024
Q2 		$721K Buy
+46,453
New +$561K 0.04% 649
2024
Q1 		– Sell
-34,127
Closed -$410K – 1401
2023
Q4 		$410K Buy
34,127
+17,396
+104% +$143K 0.04% 690
2023
Q3 		$117K Buy
+16,731
New +$155K 0.01% 956
2021
Q4 		– Sell
-5,233
Closed -$332K – 605
2021
Q3 		$332K Buy
+5,233
New +$398K 0.06% 439
2021
Q2 		– Sell
-8,734
Closed -$550K – 649
2021
Q1 		$550K Buy
+8,734
New +$678K 0.15% 230

Other funds holding CDNA

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM