Beaird Harris Wealth Management’s First Guaranty Bancshares FGBI Stock Holding History

Beaird Harris Wealth Management’s Portfolio FGBI Stock Details FGBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-791	Closed	-$7.12K	–	589
2024 Q2	$7.12K	Hold	791	–	–	﹤0.01%	416
2024 Q1	$8.03K	Hold	791	–	–	﹤0.01%	345
2023 Q4	$8.8K	Hold	791	–	–	﹤0.01%	334
2023 Q3	$8.7K	Hold	791	–	–	﹤0.01%	280
2023 Q2	$8.9K	Hold	791	–	–	﹤0.01%	277
2023 Q1	$12.4K	Hold	791	–	–	﹤0.01%	254
2022 Q4	$18.5K	Hold	791	–	–	﹤0.01%	263
2022 Q3	$17K	Hold	791	–	–	﹤0.01%	243
2022 Q2	$19K	Hold	791	–	–	0.01%	207
2022 Q1	$19K	Hold	791	–	–	0.01%	256
2021 Q4	$16K	Buy	+791	New	+$15.8K	0.01%	343

Other funds holding FGBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beaird Harris Wealth Management's FGBI Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of First Guaranty Bancshares (FGBI) in Q3 2024, closing a stake of 791 shares — an estimated $7.12K sold.

Beaird Harris Wealth Management first reported a position in FGBI in Q4 2021 and held it in 11 quarters. The position peaked at $19K in Q2 2022. 29 funds tracked by Wall St. Rank hold FGBI as of Q3 2024.

Beaird Harris Wealth Management reported no remaining First Guaranty Bancshares position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 791 First Guaranty Bancshares shares in Q3 2024, an estimated $7.12K.
Beaird Harris Wealth Management first reported a position in First Guaranty Bancshares in Q4 2021 and held it in 11 quarters.
Beaird Harris Wealth Management's First Guaranty Bancshares position peaked at $19K in Q2 2022.
29 funds tracked by Wall St. Rank held First Guaranty Bancshares as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.