TWP
GH icon

TFO Wealth Partners’s Guardant Health GH Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-6
Closed -$215 – 988
2023
Q3 		$215 Buy
+6
New +$211 ﹤0.01% 775
2021
Q2 		– Sell
-500
Closed -$76K – 128
2021
Q1 		$76K Buy
+500
New +$75.6K 0.02% 59

Other funds holding GH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

TFO Wealth Partners's GH Position: Q4 2023 in Review

TFO Wealth Partners sold out of Guardant Health (GH) in Q4 2023, closing a stake of 6 shares — an estimated $215 sold.

TFO Wealth Partners first reported a position in GH in Q1 2021 and held it in 2 quarters. The position peaked at $76K in Q1 2021. 294 funds tracked by Wall St. Rank hold GH as of Q4 2023.

  • TFO Wealth Partners reported no remaining Guardant Health position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Guardant Health shares in Q4 2023, an estimated $215.
  • TFO Wealth Partners first reported a position in Guardant Health in Q1 2021 and held it in 2 quarters.
  • TFO Wealth Partners's Guardant Health position peaked at $76K in Q1 2021.
  • 294 funds tracked by Wall St. Rank held Guardant Health as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.