Guidance Point Advisors, LLC Closed Holding Positions

Guidance Point Advisors, LLC

  • $331 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RJF
Raymond James Financial Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
81
$93.38 - $102.53 $7.56K - $8.3K
MORN
Morningstar, Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
89
$255.01 - $346.61 $22.7K - $30.8K
MSCI
Msci Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
5
$579.3 - $675.15 $2.9K - $3.38K
KR
Kroger CO

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
1,693
$38.59 - $46.22 $65.3K - $78.3K
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2021 Filed on Jan 28, 2022
54
$271.6 - $314.21 $14.7K - $17K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Jan 28, 2022
55
$148.48 - $177.33 $8.17K - $9.75K
LNC
Lincoln National Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
53
$62.86 - $76.13 $3.33K - $4.03K
LIN
Linde PLC

Basic Materials
Q4 2021 Filed on Jan 28, 2022
15
$294.65 - $346.43 $4.42K - $5.2K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
4
$97.97 - $123.8 $392 - $495
LOGI
Logitech International S.A.

Technology
Q4 2021 Filed on Jan 28, 2022
21
$77.56 - $90.65 $1.63K - $1.9K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
32
$203.7 - $261.38 $6.52K - $8.36K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
145
$32.88 - $37.84 $4.77K - $5.49K
PHG
Koninklijke Philips Nv

Healthcare
Q4 2021 Filed on Jan 28, 2022
55
$33.89 - $48.15 $1.86K - $2.65K
KKR
Kkr & Co. Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
35
$60.27 - $83.4 $2.11K - $2.92K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q4 2021 Filed on Jan 28, 2022
900
$86.86 - $104.35 $78.2K - $93.9K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q4 2021 Filed on Jan 28, 2022
850
$33.99 - $36.33 $28.9K - $30.9K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q4 2021 Filed on Jan 28, 2022
255
$29.4 - $30.37 $7.5K - $7.74K
J
Jacobs Engineering Group Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
65
$131.36 - $148.45 $8.54K - $9.65K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
53
$65.63 - $91.55 $3.48K - $4.85K
JHS
John Hancock Income Securities Trust

Financial Services
Q4 2021 Filed on Jan 28, 2022
175
$14.78 - $15.95 $2.59K - $2.79K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
845
$129.26 - $142.92 $109K - $121K
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
75
$152.65 - $175.02 $11.4K - $13.1K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
4
$370.57 - $477.91 $1.48K - $1.91K
MCK
Mckesson Corp

Healthcare
Q4 2021 Filed on Jan 28, 2022
40
$198.21 - $248.9 $7.93K - $9.96K
MAX
Media Alpha, Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
388
$14.41 - $19.32 $5.59K - $7.5K
MLAB
Mesa Laboratories Inc

Technology
Q4 2021 Filed on Jan 28, 2022
16
$295.95 - $332.41 $4.74K - $5.32K
Mgm Growth Pptys LLC Cl A Com
Q4 2021 Filed on Jan 28, 2022
3,453
N/A
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
104
$225.82 - $368.51 $23.5K - $38.3K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
43
$163.95 - $199.06 $7.05K - $8.56K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
132
$58.07 - $66.37 $7.67K - $8.76K
MPWR
Monolithic Power Systems Inc

Technology
Q4 2021 Filed on Jan 28, 2022
5
$460.83 - $575.97 $2.3K - $2.88K
MCD
Mcdonalds Corp

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
143
$236.42 - $268.49 $33.8K - $38.4K
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2021 Filed on Jan 28, 2022
326
$80.02 - $90.61 $26.1K - $29.5K
MTCH
Match Group, Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
15
$122.81 - $175.53 $1.84K - $2.63K
LUMN
Lumen Technologies, Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
364
$11.79 - $14.27 $4.29K - $5.19K
MTB
M&T Bank Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
69
$144.04 - $161.85 $9.94K - $11.2K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
Q4 2021 Filed on Jan 28, 2022
7
$62.86 - $83.83 $440 - $587
MSGS
Madison Square Garden Sports Corp.

Communication Services
Q4 2021 Filed on Jan 28, 2022
5
$161.21 - $200.84 $806 - $1K
MGA
Magna International Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
77
$75.2 - $88.55 $5.79K - $6.82K
MKL
Markel Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
7
$1188.0 - $1330.53 $8.32K - $9.31K
MKTX
Marketaxess Holdings Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
32
$343.73 - $431.53 $11K - $13.8K
MA
Mastercard Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
3
$306.28 - $369.56 $919 - $1.11K
MS
Morgan Stanley

Financial Services
Q4 2021 Filed on Jan 28, 2022
693
$94.82 - $104.66 $65.7K - $72.5K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
14
$543.48 - $670.97 $7.61K - $9.39K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
65
$569.0 - $667.24 $37K - $43.4K
VTI
Vanguard Total Stock Market Et

ETFs
Q4 2021 Filed on Jan 28, 2022
396
$221.73 - $242.96 $87.8K - $96.2K
VTV
Vanguard Value ETF

ETFs
Q4 2021 Filed on Jan 28, 2022
278
$136.43 - $147.24 $37.9K - $40.9K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q4 2021 Filed on Jan 28, 2022
212
$394.21 - $439.01 $83.6K - $93.1K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2021 Filed on Jan 28, 2022
516
$47.81 - $52.33 $24.7K - $27K
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