LWAC
GH icon

Laurel Wealth Advisors (California)’s Guardant Health GH Stock Holding History

Laurel Wealth Advisors (California)’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
-4,224
Closed -$227K – 648
2022
Q3 		$227K Buy
+4,224
New +$217K 0.02% 570
2022
Q2 		– Sell
-3,464
Closed -$229K – 691
2022
Q1 		$229K Hold
3,464
– – 0.02% 677
2021
Q4 		$346K Buy
+3,464
New +$358K 0.03% 571

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

Laurel Wealth Advisors (California)'s GH Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of Guardant Health (GH) in Q4 2022, closing a stake of 4,224 shares — an estimated $227K sold.

Laurel Wealth Advisors (California) first reported a position in GH in Q4 2021 and held it in 3 quarters. The position peaked at $346K in Q4 2021. 290 funds tracked by Wall St. Rank hold GH as of Q4 2022.

  • Laurel Wealth Advisors (California) reported no remaining Guardant Health position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 4,224 Guardant Health shares in Q4 2022, an estimated $227K.
  • Laurel Wealth Advisors (California) first reported a position in Guardant Health in Q4 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s Guardant Health position peaked at $346K in Q4 2021.
  • 290 funds tracked by Wall St. Rank held Guardant Health as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.