WIM
GH icon

WealthPlan Investment Management’s Guardant Health GH Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-610
Closed -$14.3K – 404
2023
Q1 		$14.3K Buy
+610
New +$17.4K ﹤0.01% 310

Other funds holding GH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WealthPlan Investment Management's GH Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Guardant Health (GH) in Q2 2023, closing a stake of 610 shares — an estimated $14.3K sold.

WealthPlan Investment Management first reported a position in GH in Q1 2023 and held it in 1 quarter. The position peaked at $14.3K in Q1 2023. 299 funds tracked by Wall St. Rank hold GH as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Guardant Health position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 610 Guardant Health shares in Q2 2023, an estimated $14.3K.
  • WealthPlan Investment Management first reported a position in Guardant Health in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Guardant Health position peaked at $14.3K in Q1 2023.
  • 299 funds tracked by Wall St. Rank held Guardant Health as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.