SWRP
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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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit Wealth & Retirement Planning's GH Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of Guardant Health (GH) in Q4 2022, closing a stake of 4,362 shares — an estimated $235K sold.

Summit Wealth & Retirement Planning first reported a position in GH in Q4 2019 and held it in 11 quarters. The position peaked at $959K in Q4 2020. 290 funds tracked by Wall St. Rank hold GH as of Q4 2022.

  • Summit Wealth & Retirement Planning reported no remaining Guardant Health position as of Q4 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 4,362 Guardant Health shares in Q4 2022, an estimated $235K.
  • Summit Wealth & Retirement Planning first reported a position in Guardant Health in Q4 2019 and held it in 11 quarters.
  • Summit Wealth & Retirement Planning's Guardant Health position peaked at $959K in Q4 2020.
  • 290 funds tracked by Wall St. Rank held Guardant Health as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.