NFG
GH icon

Next Financial Group’s Guardant Health GH Stock Holding History

Next Financial Group’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
2021
Q4 		$155K Buy
1,543
+921
+148% +$95.3K 0.01% 998
2021
Q3 		$78K Buy
622
+30
+5% +$3.56K 0.01% 1221
2021
Q2 		$73K Sell
592
-18
-3% -$2.42K 0.01% 1241
2021
Q1 		$93K Sell
610
-175
-22% -$26.4K 0.01% 1058
2020
Q4 		$101K Buy
785
+88
+13% +$10.1K 0.01% 961
2020
Q3 		$78K Buy
+697
New +$63.8K 0.01% 950
2020
Q2 		– Sell
-1,391
Closed -$97K – 1096
2020
Q1 		$97K Buy
1,391
+791
+132% +$60.7K 0.01% 767
2019
Q4 		$47K Hold
600
– – ﹤0.01% 1209
2019
Q3 		$38K Sell
600
-600
-50% -$52.9K ﹤0.01% 1221
2019
Q2 		$104K Buy
1,200
+200
+20% +$15.3K 0.01% 900
2019
Q1 		$77K Buy
+1,000
New +$55.4K 0.02% 615

Other funds holding GH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Next Financial Group's GH Position: Q4 2021 in Review

Next Financial Group increased its Guardant Health (GH) stake by 148% in Q4 2021, buying an estimated $95.3K and bringing the position to 1,543 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #998.

Next Financial Group first reported a position in GH in Q1 2019 and has held it in 11 quarters since. 395 funds tracked by Wall St. Rank hold GH as of Q4 2021.

  • Next Financial Group held 1,543 shares of Guardant Health worth $155K as of Q4 2021.
  • Next Financial Group bought 921 Guardant Health shares in Q4 2021, an estimated $95.3K.
  • Guardant Health made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #998 holding.
  • Next Financial Group first reported a position in Guardant Health in Q1 2019 and has held it in 11 quarters since.
  • 395 funds tracked by Wall St. Rank held Guardant Health as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.