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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

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wealth Management Associates's GH Position: Q2 2022 in Review

Wealth Management Associates sold out of Guardant Health (GH) in Q2 2022, closing a stake of 3,517 shares — an estimated $233K sold.

Wealth Management Associates first reported a position in GH in Q2 2019 and held it in 12 quarters. The position peaked at $922K in Q1 2021. 332 funds tracked by Wall St. Rank hold GH as of Q2 2022.

  • Wealth Management Associates reported no remaining Guardant Health position as of Q2 2022 after selling out during the quarter.
  • Wealth Management Associates sold 3,517 Guardant Health shares in Q2 2022, an estimated $233K.
  • Wealth Management Associates first reported a position in Guardant Health in Q2 2019 and held it in 12 quarters.
  • Wealth Management Associates's Guardant Health position peaked at $922K in Q1 2021.
  • 332 funds tracked by Wall St. Rank held Guardant Health as of Q2 2022.

Based on Wealth Management Associates's 13F filing for Q2 2022, filed 28 May 2025.