Mascoma Wealth Management’s Guardant Health GH Stock Holding History

Mascoma 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
2022 Q4	–	Sell	-1,806	Closed	-$97K	–	641
2022 Q3	$97K	Hold	1,806	–	–	0.03%	166
2022 Q2	$73K	Hold	1,806	–	–	0.02%	208
2022 Q1	$120K	Buy	+1,806	New	+$124K	0.04%	162
2021 Q2	–	Sell	-700	Closed	-$107K	–	237
2021 Q1	$107K	Buy	+700	New	+$106K	0.05%	147
2019 Q3	–	Sell	-700	Closed	-$60K	–	183
2019 Q2	$60K	Hold	700	–	–	0.04%	148
2019 Q1	$54K	Buy	+700	New	+$38.8K	0.04%	146

Other funds holding GH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mascoma Wealth Management's GH Position: Q4 2022 in Review

Mascoma Wealth Management sold out of Guardant Health (GH) in Q4 2022, closing a stake of 1,806 shares — an estimated $97K sold.

Mascoma Wealth Management first reported a position in GH in Q1 2019 and held it in 6 quarters. The position peaked at $120K in Q1 2022. 290 funds tracked by Wall St. Rank hold GH as of Q4 2022.

Mascoma Wealth Management reported no remaining Guardant Health position as of Q4 2022 after selling out during the quarter.
Mascoma Wealth Management sold 1,806 Guardant Health shares in Q4 2022, an estimated $97K.
Mascoma Wealth Management first reported a position in Guardant Health in Q1 2019 and held it in 6 quarters.
Mascoma Wealth Management's Guardant Health position peaked at $120K in Q1 2022.
290 funds tracked by Wall St. Rank held Guardant Health as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.