9258 Wealth Management’s Guardant Health GH Stock Holding History

9258 Wealth Management’s Portfolio GH Stock Details GH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,364	Closed	-$236K	–	371
2021 Q4	$236K	Sell	2,364 -40	-2%	-$4.14K	0.05%	330
2021 Q3	$301K	Hold	2,404	–	–	0.08%	259
2021 Q2	$299K	Buy	2,404 +80	+3%	+$10.8K	0.08%	265
2021 Q1	$355K	Buy	2,324 +4	+0.2%	+$605	0.11%	207
2020 Q4	$299K	Sell	2,320 -83	-3%	-$9.55K	0.1%	228
2020 Q3	$256K	Buy	+2,403	New	+$220K	0.1%	224

Other funds holding GH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

9258 Wealth Management's GH Position: Q1 2022 in Review

9258 Wealth Management sold out of Guardant Health (GH) in Q1 2022, closing a stake of 2,364 shares — an estimated $236K sold.

9258 Wealth Management first reported a position in GH in Q3 2020 and held it in 6 quarters. The position peaked at $355K in Q1 2021. 356 funds tracked by Wall St. Rank hold GH as of Q1 2022.

9258 Wealth Management reported no remaining Guardant Health position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 2,364 Guardant Health shares in Q1 2022, an estimated $236K.
9258 Wealth Management first reported a position in Guardant Health in Q3 2020 and held it in 6 quarters.
9258 Wealth Management's Guardant Health position peaked at $355K in Q1 2021.
356 funds tracked by Wall St. Rank held Guardant Health as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.