Icon Wealth Advisors’s Guardant Health GH Stock Holding History

Icon 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	-2,833	Closed	-$153K	–	366
2022 Q3	$153K	Buy	+2,833	New	+$145K	0.02%	331

Other funds holding GH

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Icon Wealth Advisors's GH Position: Q4 2022 in Review

Icon Wealth Advisors sold out of Guardant Health (GH) in Q4 2022, closing a stake of 2,833 shares — an estimated $153K sold.

Icon Wealth Advisors first reported a position in GH in Q3 2022 and held it in 1 quarter. The position peaked at $153K in Q3 2022. 291 funds tracked by Wall St. Rank hold GH as of Q4 2022.

Icon Wealth Advisors reported no remaining Guardant Health position as of Q4 2022 after selling out during the quarter.
Icon Wealth Advisors sold 2,833 Guardant Health shares in Q4 2022, an estimated $153K.
Icon Wealth Advisors first reported a position in Guardant Health in Q3 2022 and held it in 1 quarter.
Icon Wealth Advisors's Guardant Health position peaked at $153K in Q3 2022.
291 funds tracked by Wall St. Rank held Guardant Health as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.