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Financial Advocates Investment Management’s Guardant Health GH Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-5,209
Closed -$281K – 804
2022
Q3 		$281K Sell
5,209
-212
-4% -$10.9K 0.02% 568
2022
Q2 		$219K Sell
5,421
-348
-6% -$17.2K 0.02% 603
2022
Q1 		$382K Buy
5,769
+225
+4% +$15.4K 0.03% 511
2021
Q4 		$555K Buy
5,544
+175
+3% +$18.1K 0.04% 458
2021
Q3 		$671K Sell
5,369
-20
-0.4% -$2.38K 0.05% 404
2021
Q2 		$669K Hold
5,389
– – 0.04% 416
2021
Q1 		$823K Sell
5,389
-335
-6% -$50.6K 0.06% 371
2020
Q4 		$738K Sell
5,724
-225
-4% -$25.9K 0.05% 363
2020
Q3 		$665K Buy
5,949
+94
+2% +$8.6K 0.06% 320
2020
Q2 		$475K Buy
5,855
+40
+0.7% +$3.22K 0.05% 369
2020
Q1 		$405K Sell
5,815
-25
-0.4% -$1.92K 0.06% 311
2019
Q4 		$456K Buy
5,840
+570
+11% +$41.1K 0.05% 329
2019
Q3 		$336K Buy
5,270
+210
+4% +$18.5K 0.04% 364
2019
Q2 		$437K Buy
5,060
+2,275
+82% +$174K 0.05% 313
2019
Q1 		$214K Buy
+2,785
New +$154K 0.03% 425

Other funds holding GH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Financial Advocates Investment Management's GH Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Guardant Health (GH) in Q4 2022, closing a stake of 5,209 shares — an estimated $281K sold.

Financial Advocates Investment Management first reported a position in GH in Q1 2019 and held it in 15 quarters. The position peaked at $823K in Q1 2021. 292 funds tracked by Wall St. Rank hold GH as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Guardant Health position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,209 Guardant Health shares in Q4 2022, an estimated $281K.
  • Financial Advocates Investment Management first reported a position in Guardant Health in Q1 2019 and held it in 15 quarters.
  • Financial Advocates Investment Management's Guardant Health position peaked at $823K in Q1 2021.
  • 292 funds tracked by Wall St. Rank held Guardant Health as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.