9WM
GH icon

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return