Heritage Wealth Advisors’s Guardant Health GH Stock Holding History

Heritage Wealth Advisors’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	-75	Closed	-$4.04K	–	566
2022 Q3	$4.04K	Sell	75 -32	-30%	-$1.64K	﹤0.01%	457
2022 Q2	$4K	Hold	107	–	–	﹤0.01%	500
2022 Q1	$7K	Sell	107 -14	-12%	-$958	﹤0.01%	452
2021 Q4	$12K	Hold	121	–	–	﹤0.01%	437
2021 Q3	$15.1K	Sell	121 -60	-33%	-$7.13K	﹤0.01%	423
2021 Q2	$22.5K	Sell	181 -250	-58%	-$33.6K	﹤0.01%	403
2021 Q1	$65.8K	Sell	431 -160	-27%	-$24.2K	﹤0.01%	304
2020 Q4	$76K	Buy	591 +214	+57%	+$24.6K	﹤0.01%	285
2020 Q3	$42.1K	Buy	377 +14	+4%	+$1.28K	0.01%	281
2020 Q2	$29.4K	Sell	363 -30	-8%	-$2.42K	﹤0.01%	297
2020 Q1	$27.4K	Buy	393 +20	+5%	+$1.53K	﹤0.01%	293
2019 Q4	$29.1K	Buy	373 +55	+17%	+$3.96K	﹤0.01%	347
2019 Q3	$20K	Buy	318 +118	+59%	+$10.4K	﹤0.01%	346
2019 Q2	$17.3K	Buy	200 +15	+8%	+$1.15K	﹤0.01%	349
2019 Q1	$14.2K	Buy	+185	New	+$10.3K	﹤0.01%	334

Other funds holding GH

Fidelity Investments

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

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

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