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WealthPLAN Partners’s
Guardant Health
GH
Stock Holding History
WealthPLAN 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
2021
Q2
–
Sell
-1,402
Closed
-$208K
–
361
2021
Q1
$208K
Hold
1,402
–
–
0.02%
314
2020
Q4
$222K
Buy
+1,402
New
+$161K
0.02%
303
2019
Q3
–
Sell
-2,070
Closed
-$210K
–
238
2019
Q2
$210K
Buy
+2,070
New
+$158K
0.03%
222
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
FAM
Fred Alger Management
New York
$22.8B AUM
64.63%
1-Year Est. Return
Coatue Management
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$29.1B AUM
96.54%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
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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