Valeo Financial Advisors’s Guardant Health GH Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-1,702	Closed	-$260K	–	1021
2021 Q1	$260K	Buy	1,702 +75	+5%	+$11.3K	0.01%	382
2020 Q4	$210K	Buy	+1,627	New	+$187K	0.01%	410
2020 Q1	–	Sell	-6	Closed	–	–	1833
2019 Q4	$0	Hold	6	–	–	﹤0.01%	1658
2019 Q3	$0	Buy	+6	New	+$529	﹤0.01%	1605
2019 Q2	–	Sell	-170	Closed	-$13K	–	1594
2019 Q1	$13K	Buy	+170	New	+$9.43K	﹤0.01%	885

Other funds holding GH

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

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Valeo Financial Advisors's GH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Guardant Health (GH) in Q2 2021, closing a stake of 1,702 shares — an estimated $260K sold.

Valeo Financial Advisors first reported a position in GH in Q1 2019 and held it in 5 quarters. The position peaked at $260K in Q1 2021. 417 funds tracked by Wall St. Rank hold GH as of Q2 2021.

Valeo Financial Advisors reported no remaining Guardant Health position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,702 Guardant Health shares in Q2 2021, an estimated $260K.
Valeo Financial Advisors first reported a position in Guardant Health in Q1 2019 and held it in 5 quarters.
Valeo Financial Advisors's Guardant Health position peaked at $260K in Q1 2021.
417 funds tracked by Wall St. Rank held Guardant Health as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.