Baystate Wealth Management’s Guardant Health GH Stock Holding History

Baystate 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
2023 Q4	–	Sell	-80	Closed	-$2.37K	–	1329
2023 Q3	$2.37K	Hold	80	–	–	﹤0.01%	778
2023 Q2	$2.86K	Buy	+80	New	+$2.3K	﹤0.01%	796
2021 Q1	–	Sell	-10	Closed	-$1K	–	757
2020 Q4	$1K	Buy	10 +9	+900%	+$1.04K	﹤0.01%	614
2020 Q3	$0	Buy	+1	New	+$91	﹤0.01%	672

Other funds holding GH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Baystate Wealth Management's GH Position: Q4 2023 in Review

Baystate Wealth Management sold out of Guardant Health (GH) in Q4 2023, closing a stake of 80 shares — an estimated $2.37K sold.

Baystate Wealth Management first reported a position in GH in Q3 2020 and held it in 4 quarters. The position peaked at $2.86K in Q2 2023. 294 funds tracked by Wall St. Rank hold GH as of Q4 2023.

Baystate Wealth Management reported no remaining Guardant Health position as of Q4 2023 after selling out during the quarter.
Baystate Wealth Management sold 80 Guardant Health shares in Q4 2023, an estimated $2.37K.
Baystate Wealth Management first reported a position in Guardant Health in Q3 2020 and held it in 4 quarters.
Baystate Wealth Management's Guardant Health position peaked at $2.86K in Q2 2023.
294 funds tracked by Wall St. Rank held Guardant Health as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.