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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

Other funds holding GH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
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
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

WealthPLAN Partners's GH Position: Q2 2021 in Review

WealthPLAN Partners sold out of Guardant Health (GH) in Q2 2021, closing a stake of 1,402 shares — an estimated $208K sold.

WealthPLAN Partners first reported a position in GH in Q2 2019 and held it in 3 quarters. The position peaked at $222K in Q4 2020. 417 funds tracked by Wall St. Rank hold GH as of Q2 2021.

  • WealthPLAN Partners reported no remaining Guardant Health position as of Q2 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 1,402 Guardant Health shares in Q2 2021, an estimated $208K.
  • WealthPLAN Partners first reported a position in Guardant Health in Q2 2019 and held it in 3 quarters.
  • WealthPLAN Partners's Guardant Health position peaked at $222K in Q4 2020.
  • 417 funds tracked by Wall St. Rank held Guardant Health as of Q2 2021.

Based on WealthPLAN Partners's 13F filing for Q2 2021, filed 19 Aug 2021.