Caliber Wealth Management (Utah)’s Guardant Health GH Stock Holding History

Caliber Wealth Management (Utah)’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 Q4	–	Sell	-4,030	Closed	-$217K	–	91
2022 Q3	$217K	Buy	+4,030	New	+$207K	0.17%	62
2022 Q2	–	Sell	-4,030	Closed	-$267K	–	69
2022 Q1	$267K	Sell	4,030 -10	-0.2%	-$684	0.17%	58
2021 Q4	$313K	Sell	4,040 -497	-11%	-$51.4K	0.22%	62
2021 Q3	$451K	Hold	4,537	–	–	0.32%	66
2021 Q2	$563K	Hold	4,537	–	–	0.4%	64
2021 Q1	$693K	Hold	4,537	–	–	0.5%	58
2020 Q4	$585K	Buy	+4,537	New	+$522K	0.57%	55

Other funds holding GH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Caliber Wealth Management (Utah)'s GH Position: Q4 2022 in Review

Caliber Wealth Management (Utah) sold out of Guardant Health (GH) in Q4 2022, closing a stake of 4,030 shares — an estimated $217K sold.

Caliber Wealth Management (Utah) first reported a position in GH in Q4 2020 and held it in 7 quarters. The position peaked at $693K in Q1 2021. 290 funds tracked by Wall St. Rank hold GH as of Q4 2022.

Caliber Wealth Management (Utah) reported no remaining Guardant Health position as of Q4 2022 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 4,030 Guardant Health shares in Q4 2022, an estimated $217K.
Caliber Wealth Management (Utah) first reported a position in Guardant Health in Q4 2020 and held it in 7 quarters.
Caliber Wealth Management (Utah)'s Guardant Health position peaked at $693K in Q1 2021.
290 funds tracked by Wall St. Rank held Guardant Health as of Q4 2022.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2022, filed 24 Jan 2023.