Guidance Point Advisors, LLC Closed Holding Positions

Guidance Point Advisors, LLC

  • $331 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
2
$223.92 - $287.77 $448 - $576
CAT
Caterpillar Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
27
$188.94 - $214.25 $5.1K - $5.78K
CBRE
Cbre Group, Inc.

Real Estate
Q4 2021 Filed on Jan 28, 2022
168
$95.02 - $108.58 $16K - $18.2K
CDW
Cdw Corp

Technology
Q4 2021 Filed on Jan 28, 2022
36
$173.61 - $207.02 $6.25K - $7.45K
CFG
Citizens Financial Group Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
225
$44.49 - $51.04 $10K - $11.5K
CNX
Cnx Resources Corp

Energy
Q4 2021 Filed on Jan 28, 2022
304
$12.62 - $15.62 $3.84K - $4.75K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Jan 28, 2022
844
$47.71 - $57.4 $40.3K - $48.4K
CMA
Comerica Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
83
$80.65 - $90.57 $6.69K - $7.52K
CLB
Core Laboratories N V

Energy
Q4 2021 Filed on Jan 28, 2022
117
$22.01 - $31.71 $2.58K - $3.71K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Jan 28, 2022
743
$41.95 - $48.7 $31.2K - $36.2K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
52
$119.4 - $148.62 $6.21K - $7.73K
Cree Inc
Q4 2021 Filed on Jan 28, 2022
12
N/A
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
712
$58.28 - $72.53 $41.5K - $51.6K
CSCO
Cisco Systems, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
8
$53.25 - $63.96 $426 - $512
CNC
Centene Corp

Healthcare
Q4 2021 Filed on Jan 28, 2022
129
$61.94 - $84.72 $7.99K - $10.9K
GIB
Cgi Inc

Technology
Q4 2021 Filed on Jan 28, 2022
115
$83.48 - $92.97 $9.6K - $10.7K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
15
$605.55 - $747.79 $9.08K - $11.2K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
328
$29.63 - $36.66 $9.72K - $12K
CHE
Chemed Corp

Healthcare
Q4 2021 Filed on Jan 28, 2022
1
$407.54 - $536.14 $408 - $536
CVX
Chevron Corp

Energy
Q4 2021 Filed on Jan 28, 2022
645
$104.33 - $118.79 $67.3K - $76.6K
CB
Chubb LTD

Financial Services
Q4 2021 Filed on Jan 28, 2022
41
$173.61 - $196.09 $7.12K - $8.04K
CRH
Crh Public LTD CO

Basic Materials
Q4 2021 Filed on Jan 28, 2022
153
$46.01 - $53.02 $7.04K - $8.11K
ADP
Automatic Data Processing Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
153
$199.97 - $248.01 $30.6K - $37.9K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2021 Filed on Jan 28, 2022
6,427
N/A
AAON
Aaon, Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
307
$66.61 - $83.2 $20.4K - $25.5K
ABBV
Abb Vie Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
51
$107.43 - $135.93 $5.48K - $6.93K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
282
$57.28 - $81.19 $16.2K - $22.9K
AL
Air Lease Corp

Industrials
Q4 2021 Filed on Jan 28, 2022
173
$39.51 - $49.65 $6.84K - $8.59K
ALC
Alcon Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
2
$77.91 - $88.5 $156 - $177
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
383
$111.96 - $177.7 $42.9K - $68.1K
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
1
$589.61 - $711.02 $590 - $711
ALE
Allete Inc

Utilities
Q4 2021 Filed on Jan 28, 2022
126
$58.63 - $66.35 $7.39K - $8.36K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2021 Filed on Jan 28, 2022
3,213
$49.93 - $50.12 $160K - $161K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q4 2021 Filed on Jan 28, 2022
277
$50.36 - $50.49 $13.9K - $14K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Jan 28, 2022
5,158
$47.44 - $52.5 $245K - $271K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2021 Filed on Jan 28, 2022
1,448
$19.31 - $21.84 $28K - $31.6K
Ishares Ibonds
Q4 2021 Filed on Jan 28, 2022
36,307
N/A
Ishares Ibonds
Q4 2021 Filed on Jan 28, 2022
90,020
N/A
IXC
Ishares Tr Global Energy ETF

ETFs
Q4 2021 Filed on Jan 28, 2022
801
$26.37 - $29.86 $21.1K - $23.9K
MUB
Ishares National Muni Bond ETF

ETFs
Q4 2021 Filed on Jan 28, 2022
1,291
$115.39 - $116.62 $149K - $151K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
Q4 2021 Filed on Jan 28, 2022
2,614
$11.46 - $13.45 $30K - $35.2K
MBB
Ishares Tr

ETFs
Q4 2021 Filed on Jan 28, 2022
1,721
$107.03 - $108.32 $184K - $186K
ALL
Allstate Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
874
$107.13 - $129.0 $93.6K - $113K
GOOG
Alphabet Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
13
$133.76 - $150.71 $1.74K - $1.96K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q4 2021 Filed on Jan 28, 2022
240
$50.02 - $53.73 $12K - $12.9K
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Jan 28, 2022
63
$125.2 - $162.72 $7.89K - $10.3K
APTV
Aptiv PLC

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
10
$152.7 - $178.12 $1.53K - $1.78K
ARW
Arrow Electronics Inc

Technology
Q4 2021 Filed on Jan 28, 2022
66
$112.78 - $136.08 $7.44K - $8.98K
ASGN
Asgn Inc

Technology
Q4 2021 Filed on Jan 28, 2022
81
$114.8 - $130.46 $9.3K - $10.6K
Track This Portfolio

Track Guidance Point Advisors, LLC Portfolio

Follow Guidance Point Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guidance Point Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guidance Point Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email