JPWM
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Jamison Private Wealth Management’s Guardant Health GH Stock Holding History

Jamison Private Wealth Management’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
2023
Q4 		– Sell
-50
Closed -$1.48K – 401
2023
Q3 		$1.48K Buy
+50
New +$1.76K ﹤0.01% 370

Other funds holding GH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Jamison Private Wealth Management's GH Position: Q4 2023 in Review

Jamison Private Wealth Management sold out of Guardant Health (GH) in Q4 2023, closing a stake of 50 shares — an estimated $1.48K sold.

Jamison Private Wealth Management first reported a position in GH in Q3 2023 and held it in 1 quarter. The position peaked at $1.48K in Q3 2023. 294 funds tracked by Wall St. Rank hold GH as of Q4 2023.

  • Jamison Private Wealth Management reported no remaining Guardant Health position as of Q4 2023 after selling out during the quarter.
  • Jamison Private Wealth Management sold 50 Guardant Health shares in Q4 2023, an estimated $1.48K.
  • Jamison Private Wealth Management first reported a position in Guardant Health in Q3 2023 and held it in 1 quarter.
  • Jamison Private Wealth Management's Guardant Health position peaked at $1.48K in Q3 2023.
  • 294 funds tracked by Wall St. Rank held Guardant Health as of Q4 2023.

Based on Jamison Private Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.