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WMA
Wealth Management Associates’s
Guardant Health
GH
Stock Holding History
Wealth Management Associates’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
Q2
–
Sell
-3,517
Closed
-$233K
–
187
2022
Q1
$233K
Sell
3,517
-2,535
-42%
-$173K
0.13%
173
2021
Q4
$605K
Buy
6,052
+50
+0.8%
+$5.17K
0.33%
80
2021
Q3
$750K
Sell
6,002
-268
-4%
-$31.8K
0.44%
56
2021
Q2
$779K
Buy
6,270
+230
+4%
+$30.9K
0.44%
57
2021
Q1
$922K
Buy
6,040
+1,253
+26%
+$189K
0.59%
40
2020
Q4
$617K
Buy
4,787
+250
+6%
+$28.8K
0.41%
58
2020
Q3
$507K
Sell
4,537
-375
-8%
-$34.3K
0.39%
58
2020
Q2
$399K
Sell
4,912
-50
-1%
-$4.03K
0.34%
71
2020
Q1
$345K
Sell
4,962
-1,450
-23%
-$111K
0.35%
71
2019
Q4
$501K
Buy
6,412
+700
+12%
+$50.4K
0.36%
67
2019
Q3
$365K
Buy
5,712
+2,300
+67%
+$203K
0.29%
82
2019
Q2
$295K
Buy
+3,412
New
+$261K
0.29%
72
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$645B AUM
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1-Year Est. Return
CS
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$104B AUM
34.76%
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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