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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 $2.3T AUM 54.33% 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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BerganKDV Wealth Management's GH Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Guardant Health (GH) in Q1 2023, closing a stake of 14 shares — an estimated $381 sold.

BerganKDV Wealth Management first reported a position in GH in Q2 2021 and held it in 5 quarters. The position peaked at $13K in Q3 2021. 279 funds tracked by Wall St. Rank hold GH as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Guardant Health position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 14 Guardant Health shares in Q1 2023, an estimated $381.
  • BerganKDV Wealth Management first reported a position in Guardant Health in Q2 2021 and held it in 5 quarters.
  • BerganKDV Wealth Management's Guardant Health position peaked at $13K in Q3 2021.
  • 279 funds tracked by Wall St. Rank held Guardant Health as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.