Guardian Wealth Advisors (North Carolina)’s Molina Healthcare MOH Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio MOH Stock Details MOH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-554	Closed	-$228K	–	455
2024 Q1	$228K	Sell	554 -67	-11%	-$26K	0.03%	253
2023 Q4	$224K	Buy	621 +2	+0.3%	+$705	0.03%	230
2023 Q3	$203K	Sell	619 -108	-15%	-$34K	0.03%	236
2023 Q2	$219K	Sell	727 -41	-5%	-$11.8K	0.04%	213
2023 Q1	$205K	Sell	768 -3	-0.4%	-$862	0.04%	211
2022 Q4	$255K	Sell	771 -345	-31%	-$117K	0.05%	167
2022 Q3	$368K	Sell	1,116 -32	-3%	-$10.3K	0.07%	126
2022 Q2	$321K	Buy	+1,148	New	+$347K	0.06%	142
2022 Q1	–	Sell	-762	Closed	-$242K	–	271
2021 Q4	$242K	Buy	+762	New	+$227K	0.1%	135

Other funds holding MOH

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s MOH Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Molina Healthcare (MOH) in Q2 2024, closing a stake of 554 shares — an estimated $228K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in MOH in Q4 2021 and held it in 9 quarters. The position peaked at $368K in Q3 2022. 640 funds tracked by Wall St. Rank hold MOH as of Q2 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Molina Healthcare position as of Q2 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 554 Molina Healthcare shares in Q2 2024, an estimated $228K.
Guardian Wealth Advisors (North Carolina) first reported a position in Molina Healthcare in Q4 2021 and held it in 9 quarters.
Guardian Wealth Advisors (North Carolina)'s Molina Healthcare position peaked at $368K in Q3 2022.
640 funds tracked by Wall St. Rank held Molina Healthcare as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.