Glassman Wealth Services’s Guardant Health GH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-147
Closed -$3.45K 1954
2023
Q1
$3.45K Sell
147
-49
-25% -$1.4K ﹤0.01% 1100
2022
Q4
$5.33K Buy
196
+147
+300% +$6.73K ﹤0.01% 1002
2022
Q3
$3K Hold
49
﹤0.01% 1130
2022
Q2
$2K Buy
49
+32
+188% +$1.59K ﹤0.01% 1238
2022
Q1
$1K Sell
17
-1
-6% -$68 ﹤0.01% 1400
2021
Q4
$2K Buy
18
+13
+260% +$1.34K ﹤0.01% 1200
2021
Q3
$1K Buy
5
+2
+67% +$238 ﹤0.01% 1354
2021
Q2
$0 Buy
3
+2
+200% +$269 ﹤0.01% 1532
2021
Q1
$0 Hold
1
﹤0.01% 1487
2020
Q4
$0 Hold
1
﹤0.01% 1411
2020
Q3
$0 Hold
1
﹤0.01% 1386
2020
Q2
$0 Sell
1
-3
-75% -$242 ﹤0.01% 1339
2020
Q1
$0 Buy
+4
New +$307 ﹤0.01% 1281

Other funds holding GH

Glassman Wealth Services's GH Position: Q2 2023 in Review

Glassman Wealth Services sold out of Guardant Health (GH) in Q2 2023, closing a stake of 147 shares — an estimated $3.45K sold.

Glassman Wealth Services first reported a position in GH in Q1 2020 and held it in 13 quarters. The position peaked at $5.33K in Q4 2022. 299 funds tracked by Wall St. Rank hold GH as of Q2 2023.

  • Glassman Wealth Services reported no remaining Guardant Health position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 147 Guardant Health shares in Q2 2023, an estimated $3.45K.
  • Glassman Wealth Services first reported a position in Guardant Health in Q1 2020 and held it in 13 quarters.
  • Glassman Wealth Services's Guardant Health position peaked at $5.33K in Q4 2022.
  • 299 funds tracked by Wall St. Rank held Guardant Health as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.