WAM
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Wealthspire Advisors (Maryland)’s Guardant Health GH Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$276K Sell
2,473
-149
-6% -$13.6K 0.01% 359
2020
Q2 		$213K Buy
+2,622
New +$211K 0.02% 409
2019
Q4 		– Sell
-3,748
Closed -$239K – 503
2019
Q3 		$239K Buy
3,748
+64
+2% +$5.64K 0.02% 397
2019
Q2 		$318K Buy
+3,684
New +$281K 0.02% 340

Other funds holding GH

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GH Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Guardant Health (GH) stake by 5.7% in Q3 2020, selling an estimated $13.6K and leaving 2,473 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #359.

Wealthspire Advisors (Maryland) first reported a position in GH in Q2 2019 and has held it in 4 quarters since. The position peaked at $318K in Q2 2019. 346 funds tracked by Wall St. Rank hold GH as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,473 shares of Guardant Health worth $276K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 149 Guardant Health shares in Q3 2020, an estimated $13.6K.
  • Guardant Health made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #359 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Guardant Health in Q2 2019 and has held it in 4 quarters since.
  • Wealthspire Advisors (Maryland)'s Guardant Health position peaked at $318K in Q2 2019.
  • 346 funds tracked by Wall St. Rank held Guardant Health as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.