AWE
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Avidian Wealth Enterprises’s Guardant Health GH Stock Holding History

Avidian Wealth Enterprises’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
-2,800
Closed -$280K – 529
2021
Q4 		$280K Sell
2,800
-8
-0.3% -$827 0.02% 418
2021
Q3 		$351K Sell
2,808
-192
-6% -$22.8K 0.03% 273
2021
Q2 		$373K Hold
3,000
– – 0.03% 273
2021
Q1 		$458K Hold
3,000
– – 0.04% 223
2020
Q4 		$387K Buy
+3,000
New +$345K 0.04% 224

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Avidian Wealth Enterprises's GH Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of Guardant Health (GH) in Q1 2022, closing a stake of 2,800 shares — an estimated $280K sold.

Avidian Wealth Enterprises first reported a position in GH in Q4 2020 and held it in 5 quarters. The position peaked at $458K in Q1 2021. 356 funds tracked by Wall St. Rank hold GH as of Q1 2022.

  • Avidian Wealth Enterprises reported no remaining Guardant Health position as of Q1 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,800 Guardant Health shares in Q1 2022, an estimated $280K.
  • Avidian Wealth Enterprises first reported a position in Guardant Health in Q4 2020 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Guardant Health position peaked at $458K in Q1 2021.
  • 356 funds tracked by Wall St. Rank held Guardant Health as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.