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Berman Capital Advisors’s Guardant Health GH Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$42K Buy
340
+309
+997% +$36.7K 0.01% 743
2021
Q2 		$3K Sell
31
-2
-6% -$269 ﹤0.01% 1486
2021
Q1 		$4K Buy
33
+30
+1,000% +$4.53K ﹤0.01% 1333
2020
Q4 		$0 Buy
+3
New +$345 ﹤0.01% 1725

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Berman Capital Advisors's GH Position: Q3 2021 in Review

Berman Capital Advisors increased its Guardant Health (GH) stake by 997% in Q3 2021, buying an estimated $36.7K and bringing the position to 340 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #743.

Berman Capital Advisors first reported a position in GH in Q4 2020 and has held it in 4 quarters since. 374 funds tracked by Wall St. Rank hold GH as of Q3 2021.

  • Berman Capital Advisors held 340 shares of Guardant Health worth $42K as of Q3 2021.
  • Berman Capital Advisors bought 309 Guardant Health shares in Q3 2021, an estimated $36.7K.
  • Guardant Health made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #743 holding.
  • Berman Capital Advisors first reported a position in Guardant Health in Q4 2020 and has held it in 4 quarters since.
  • 374 funds tracked by Wall St. Rank held Guardant Health as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.