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JP Morgan Private Wealth Advisors’s Guardant Health GH Stock Holding History

JP Morgan Private 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
-7,562
Closed -$407K – 1952
2022
Q3 		$407K Sell
7,562
-1,432
-16% -$73.5K ﹤0.01% 1539
2022
Q2 		$363K Sell
8,994
-172
-2% -$8.52K ﹤0.01% 1570
2022
Q1 		$607K Sell
9,166
-2,808
-23% -$192K ﹤0.01% 1449
2021
Q4 		$1.2M Sell
11,974
-8,010
-40% -$828K ﹤0.01% 1153
2021
Q3 		$2.5M Buy
19,984
+326
+2% +$38.7K 0.01% 813
2021
Q2 		$2.44M Sell
19,658
-6,695
-25% -$901K 0.01% 801
2021
Q1 		$4.02M Buy
26,353
+11,612
+79% +$1.75M 0.01% 564
2020
Q4 		$1.9M Buy
14,741
+4,090
+38% +$471K 0.01% 743
2020
Q3 		$1.19M Buy
10,651
+496
+5% +$45.4K ﹤0.01% 818
2020
Q2 		$824K Buy
10,155
+2,132
+27% +$172K ﹤0.01% 887
2020
Q1 		$558K Buy
8,023
+3,402
+74% +$261K ﹤0.01% 897
2019
Q4 		$361K Buy
+4,621
New +$333K ﹤0.01% 1162

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GH Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Guardant Health (GH) in Q4 2022, closing a stake of 7,562 shares — an estimated $407K sold.

JP Morgan Private Wealth Advisors first reported a position in GH in Q4 2019 and held it in 12 quarters. The position peaked at $4.02M in Q1 2021. 290 funds tracked by Wall St. Rank hold GH as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Guardant Health position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,562 Guardant Health shares in Q4 2022, an estimated $407K.
  • JP Morgan Private Wealth Advisors first reported a position in Guardant Health in Q4 2019 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's Guardant Health position peaked at $4.02M in Q1 2021.
  • 290 funds tracked by Wall St. Rank held Guardant Health as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.