Guidance Point Advisors, LLC Closed Holding Positions

Guidance Point Advisors, LLC

  • $398 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
51
$86.35 - $107.63 $4.4K - $5.49K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
15
$605.55 - $747.79 $9.08K - $11.2K
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
ASML
Asml Holding Nv

Technology
Q4 2021 Filed on Jan 28, 2022
7
$712.94 - $879.12 $4.99K - $6.15K
Aspen Technology Inc
Q4 2021 Filed on Jan 28, 2022
147
N/A
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