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Atria Wealth Solutions’s Guardant Health GH Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-3,958
Closed -$213K – 1824
2022
Q3 		$213K Buy
+3,958
New +$203K ﹤0.01% 1518

Other funds holding GH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atria Wealth Solutions's GH Position: Q4 2022 in Review

Atria Wealth Solutions sold out of Guardant Health (GH) in Q4 2022, closing a stake of 3,958 shares — an estimated $213K sold.

Atria Wealth Solutions first reported a position in GH in Q3 2022 and held it in 1 quarter. The position peaked at $213K in Q3 2022. 290 funds tracked by Wall St. Rank hold GH as of Q4 2022.

  • Atria Wealth Solutions reported no remaining Guardant Health position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,958 Guardant Health shares in Q4 2022, an estimated $213K.
  • Atria Wealth Solutions first reported a position in Guardant Health in Q3 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Guardant Health position peaked at $213K in Q3 2022.
  • 290 funds tracked by Wall St. Rank held Guardant Health as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.