IWP
GH icon

Icon Wealth Partners’s Guardant Health GH Stock Holding History

Icon Wealth Partners’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
Q1 		– Sell
-3,400
Closed -$340K – 339
2021
Q4 		$340K Buy
3,400
+185
+6% +$19.1K 0.03% 248
2021
Q3 		$402K Buy
3,215
+191
+6% +$22.7K 0.04% 245
2021
Q2 		$376K Buy
3,024
+920
+44% +$124K 0.04% 264
2021
Q1 		$321K Sell
2,104
-295
-12% -$44.6K 0.04% 260
2020
Q4 		$309K Sell
2,399
-320
-12% -$36.8K 0.05% 225
2020
Q3 		$304K Buy
+2,719
New +$249K 0.06% 196

Other funds holding GH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Icon Wealth Partners's GH Position: Q1 2022 in Review

Icon Wealth Partners sold out of Guardant Health (GH) in Q1 2022, closing a stake of 3,400 shares — an estimated $340K sold.

Icon Wealth Partners first reported a position in GH in Q3 2020 and held it in 6 quarters. The position peaked at $402K in Q3 2021. 356 funds tracked by Wall St. Rank hold GH as of Q1 2022.

  • Icon Wealth Partners reported no remaining Guardant Health position as of Q1 2022 after selling out during the quarter.
  • Icon Wealth Partners sold 3,400 Guardant Health shares in Q1 2022, an estimated $340K.
  • Icon Wealth Partners first reported a position in Guardant Health in Q3 2020 and held it in 6 quarters.
  • Icon Wealth Partners's Guardant Health position peaked at $402K in Q3 2021.
  • 356 funds tracked by Wall St. Rank held Guardant Health as of Q1 2022.

Based on Icon Wealth Partners's 13F filing for Q1 2022, filed 19 Apr 2022.