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OneAscent Wealth Management’s Guardant Health GH Stock Holding History

OneAscent 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
2023
Q3 		– Sell
-6,811
Closed -$244K – 166
2023
Q2 		$244K Buy
+6,811
New +$196K 0.11% 84
2022
Q3 		– Sell
-6,280
Closed -$253K – 166
2022
Q2 		$253K Buy
+6,280
New +$311K 0.13% 138

Other funds holding GH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

OneAscent Wealth Management's GH Position: Q3 2023 in Review

OneAscent Wealth Management sold out of Guardant Health (GH) in Q3 2023, closing a stake of 6,811 shares — an estimated $244K sold.

OneAscent Wealth Management first reported a position in GH in Q2 2022 and held it in 2 quarters. The position peaked at $253K in Q2 2022. 296 funds tracked by Wall St. Rank hold GH as of Q3 2023.

  • OneAscent Wealth Management reported no remaining Guardant Health position as of Q3 2023 after selling out during the quarter.
  • OneAscent Wealth Management sold 6,811 Guardant Health shares in Q3 2023, an estimated $244K.
  • OneAscent Wealth Management first reported a position in Guardant Health in Q2 2022 and held it in 2 quarters.
  • OneAscent Wealth Management's Guardant Health position peaked at $253K in Q2 2022.
  • 296 funds tracked by Wall St. Rank held Guardant Health as of Q3 2023.

Based on OneAscent Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.