Avalon Investment & Advisory’s Guardant Health GH Stock Holding History

Avalon Investment & Advisory’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
2023 Q1	$343K	Sell	14,644 -2,495	-15%	-$71.3K	0.01%	276
2022 Q4	$466K	Buy	17,139 +9,324	+119%	+$427K	0.01%	257
2022 Q3	$421K	Buy	7,815 +2,587	+49%	+$133K	0.01%	241
2022 Q2	$211K	Buy	5,228 +147	+3%	+$7.28K	0.01%	299
2022 Q1	$337K	Buy	5,081 +612	+14%	+$41.9K	0.01%	273
2021 Q4	$447K	Sell	4,469 -1,361	-23%	-$141K	0.01%	257
2021 Q3	$729K	Buy	5,830 +90	+2%	+$10.7K	0.02%	257
2021 Q2	$713K	Sell	5,740 -5	-0.1%	-$673	0.02%	257
2021 Q1	$877K	Buy	5,745 +242	+4%	+$36.6K	0.02%	249
2020 Q4	$709K	Buy	5,503 +1,589	+41%	+$183K	0.01%	274
2020 Q3	$438K	Buy	+3,914	New	+$358K	0.01%	273

Other funds holding GH

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

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

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

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Avalon Investment & Advisory's GH Position: Q1 2023 in Review

Avalon Investment & Advisory reduced its Guardant Health (GH) stake by 15% in Q1 2023, selling an estimated $71.3K and leaving 14,644 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #276.

Avalon Investment & Advisory first reported a position in GH in Q3 2020 and has held it in 11 quarters since. The position peaked at $877K in Q1 2021. 279 funds tracked by Wall St. Rank hold GH as of Q1 2023.

Avalon Investment & Advisory held 14,644 shares of Guardant Health worth $343K as of Q1 2023.
Avalon Investment & Advisory sold 2,495 Guardant Health shares in Q1 2023, an estimated $71.3K.
Guardant Health made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #276 holding.
Avalon Investment & Advisory first reported a position in Guardant Health in Q3 2020 and has held it in 11 quarters since.
Avalon Investment & Advisory's Guardant Health position peaked at $877K in Q1 2021.
279 funds tracked by Wall St. Rank held Guardant Health as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.