EWP
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Engrave Wealth Partners’s Guardant Health GH Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-95
Closed -$7K – 205
2020
Q2 		$7K Buy
95
+25
+36% +$2.01K 0.01% 284
2020
Q1 		$4K Buy
+70
New +$5.37K ﹤0.01% 289

Other funds holding GH

SIAU
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Engrave Wealth Partners's GH Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Guardant Health (GH) in Q3 2020, closing a stake of 95 shares — an estimated $7K sold.

Engrave Wealth Partners first reported a position in GH in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 346 funds tracked by Wall St. Rank hold GH as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Guardant Health position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 95 Guardant Health shares in Q3 2020, an estimated $7K.
  • Engrave Wealth Partners first reported a position in Guardant Health in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's Guardant Health position peaked at $7K in Q2 2020.
  • 346 funds tracked by Wall St. Rank held Guardant Health as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.