BWM
GH icon

BerganKDV Wealth Management’s Guardant Health GH Stock Holding History

BerganKDV 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
Q1 		– Sell
-14
Closed -$381 – 1081
2022
Q4 		$381 Hold
14
– – ﹤0.01% 976
2022
Q3 		$1K Hold
14
– – ﹤0.01% 888
2022
Q2 		$1K Buy
+14
New +$694 ﹤0.01% 903
2021
Q4 		– Sell
-100
Closed -$13K – 1084
2021
Q3 		$13K Hold
100
– – ﹤0.01% 594
2021
Q2 		$12K Buy
+100
New +$13.5K ﹤0.01% 579

Other funds holding GH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return