Carolinas Wealth Consulting’s Guardant Health GH Stock Holding History

Carolinas Wealth Consulting’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	-102	Closed	-$2.64K	–	1016
2023 Q3	$2.64K	Hold	102	–	–	﹤0.01%	706
2023 Q2	$3.65K	Hold	102	–	–	﹤0.01%	728
2023 Q1	$2.39K	Sell	102 -42	-29%	-$1.2K	﹤0.01%	793
2022 Q4	$3.92K	Hold	144	–	–	﹤0.01%	722
2022 Q3	$8K	Buy	+144	New	+$7.39K	﹤0.01%	597
2022 Q2	–	Sell	-132	Closed	-$9K	–	909
2022 Q1	$9K	Sell	132 -56	-30%	-$3.83K	﹤0.01%	618
2021 Q4	$19K	Hold	188	–	–	﹤0.01%	504
2021 Q3	$24K	Hold	188	–	–	0.01%	441
2021 Q2	$23K	Buy	188 +18	+11%	+$2.42K	0.01%	483
2021 Q1	$26K	Hold	170	–	–	0.01%	464
2020 Q4	$22K	Buy	170 +114	+204%	+$13.1K	0.01%	465
2020 Q3	$6K	Buy	+56	New	+$5.12K	﹤0.01%	538

Other funds holding GH

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

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

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Carolinas Wealth Consulting's GH Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Guardant Health (GH) in Q4 2023, closing a stake of 102 shares — an estimated $2.64K sold.

Carolinas Wealth Consulting first reported a position in GH in Q3 2020 and held it in 12 quarters. The position peaked at $26K in Q1 2021. 295 funds tracked by Wall St. Rank hold GH as of Q4 2023.

Carolinas Wealth Consulting reported no remaining Guardant Health position as of Q4 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 102 Guardant Health shares in Q4 2023, an estimated $2.64K.
Carolinas Wealth Consulting first reported a position in Guardant Health in Q3 2020 and held it in 12 quarters.
Carolinas Wealth Consulting's Guardant Health position peaked at $26K in Q1 2021.
295 funds tracked by Wall St. Rank held Guardant Health as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.