Ownership history in Values First Advisors, Inc. Β· 17 quarters on record
This page tracks every 13F SEC filing in which Values First Advisors, Inc. reported a position in GUARDANT HEALTH INC (GH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Values First Advisors, Inc. outperformed the S&P 500 by +12.8% annually on this GH position. Timing score: 56% (9/16 decisions correct). Average cost basis: $38.18. Maximum drawdown during holding period: β79.4%.
π₯ Exceptional β beat the S&P 500 by 12.8% per year on this position.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 16 add/trim decisions correct
Best entry: $20.63 (2024 Q1) Β· Worst: $100.02 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 6 trims. Bought during 6 of 8 down-price quarters. π More buys than sells across the holding period.
π Values First Advisors, Inc. has been actively increasing its GH allocation β a bullish signal from insiders.
Currently 1.14% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size