Northeast Financial Consultants’s Guardant Health GH Stock Holding History

Northeast Financial Consultants’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 Q2	–	Sell	-8,646	Closed	-$203K	–	308
2023 Q1	$203K	Hold	8,646	–	–	0.01%	298
2022 Q4	$235K	Hold	8,646	–	–	0.02%	275
2022 Q3	$465K	Hold	8,646	–	–	0.03%	199
2022 Q2	$349K	Hold	8,646	–	–	0.02%	239
2022 Q1	$573K	Hold	8,646	–	–	0.03%	209
2021 Q4	$865K	Buy	8,646 +1,698	+24%	+$176K	0.05%	169
2021 Q3	$869K	Buy	6,948 +1,441	+26%	+$171K	0.06%	172
2021 Q2	$684K	Hold	5,507	–	–	0.05%	187
2021 Q1	$841K	Hold	5,507	–	–	0.06%	157
2020 Q4	$710K	Hold	5,507	–	–	0.06%	158
2020 Q3	$616K	Hold	5,507	–	–	0.06%	155
2020 Q2	$447K	Buy	5,507 +252	+5%	+$20.3K	0.04%	182
2020 Q1	$366K	Buy	+5,255	New	+$403K	0.04%	185

Other funds holding GH

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northeast Financial Consultants's GH Position: Q2 2023 in Review

Northeast Financial Consultants sold out of Guardant Health (GH) in Q2 2023, closing a stake of 8,646 shares — an estimated $203K sold.

Northeast Financial Consultants first reported a position in GH in Q1 2020 and held it in 13 quarters. The position peaked at $869K in Q3 2021. 299 funds tracked by Wall St. Rank hold GH as of Q2 2023.

Northeast Financial Consultants reported no remaining Guardant Health position as of Q2 2023 after selling out during the quarter.
Northeast Financial Consultants sold 8,646 Guardant Health shares in Q2 2023, an estimated $203K.
Northeast Financial Consultants first reported a position in Guardant Health in Q1 2020 and held it in 13 quarters.
Northeast Financial Consultants's Guardant Health position peaked at $869K in Q3 2021.
299 funds tracked by Wall St. Rank held Guardant Health as of Q2 2023.

Based on Northeast Financial Consultants's 13F filing for Q2 2023, filed 8 Aug 2023.