AWM
GNTY

Avior Wealth Management’s Guaranty Bancshares GNTY Stock Holding History

Avior Wealth Management’s Portfolio GNTY Stock Details GNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-89
Closed -$3.08K – 1386
2024
Q4 		$3.08K Buy
89
+55
+162% +$1.93K ﹤0.01% 2019
2024
Q3 		$1.17K Buy
+34
New +$1.12K ﹤0.01% 2064

Other funds holding GNTY

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Avior Wealth Management's GNTY Position: Q1 2025 in Review

Avior Wealth Management sold out of Guaranty Bancshares (GNTY) in Q1 2025, closing a stake of 89 shares — an estimated $3.08K sold.

Avior Wealth Management first reported a position in GNTY in Q3 2024 and held it in 2 quarters. The position peaked at $3.08K in Q4 2024. 99 funds tracked by Wall St. Rank hold GNTY as of Q1 2025.

  • Avior Wealth Management reported no remaining Guaranty Bancshares position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 89 Guaranty Bancshares shares in Q1 2025, an estimated $3.08K.
  • Avior Wealth Management first reported a position in Guaranty Bancshares in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's Guaranty Bancshares position peaked at $3.08K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Guaranty Bancshares as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.