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SWRP
Summit Wealth & Retirement Planning’s
Guardant Health
GH
Stock Holding History
Summit Wealth & Retirement Planning’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
-4,362
Closed
-$235K
–
113
2022
Q3
$235K
Buy
+4,362
New
+$224K
0.09%
97
2022
Q2
–
Sell
-4,417
Closed
-$293K
–
114
2022
Q1
$293K
Sell
4,417
-145
-3%
-$9.92K
0.1%
85
2021
Q4
$456K
Sell
4,562
-174
-4%
-$18K
0.16%
65
2021
Q3
$592K
Buy
4,736
+95
+2%
+$11.3K
0.22%
55
2021
Q2
$576K
Sell
4,641
-111
-2%
-$14.9K
0.21%
59
2021
Q1
$725K
Sell
4,752
-2,688
-36%
-$406K
0.27%
57
2020
Q4
$959K
Sell
7,440
-100
-1%
-$11.5K
0.36%
50
2020
Q3
$843K
Sell
7,540
-445
-6%
-$40.7K
0.36%
49
2020
Q2
$648K
Sell
7,985
-250
-3%
-$20.1K
0.3%
62
2020
Q1
$573K
Buy
8,235
+410
+5%
+$31.5K
0.31%
63
2019
Q4
$611K
Buy
+7,825
New
+$564K
0.27%
73
Other funds holding GH
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Viking Global Investors
Stamford, Connecticut
$35.7B AUM
21.3%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
CS
Credit Suisse
Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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