Defined Wealth Management’s Guardant Health GH Stock Holding History

Defined 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
2021 Q1	–	Sell	-500	Closed	-$64K	–	135
2020 Q4	$64K	Buy	+500	New	+$57.5K	0.06%	123

Other funds holding GH

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

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

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Defined Wealth Management's GH Position: Q1 2021 in Review

Defined Wealth Management sold out of Guardant Health (GH) in Q1 2021, closing a stake of 500 shares — an estimated $64K sold.

Defined Wealth Management first reported a position in GH in Q4 2020 and held it in 1 quarter. The position peaked at $64K in Q4 2020. 419 funds tracked by Wall St. Rank hold GH as of Q1 2021.

Defined Wealth Management reported no remaining Guardant Health position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 500 Guardant Health shares in Q1 2021, an estimated $64K.
Defined Wealth Management first reported a position in Guardant Health in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's Guardant Health position peaked at $64K in Q4 2020.
419 funds tracked by Wall St. Rank held Guardant Health as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.