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

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Torren Management San Diego, California $197M AUM