CPA
GNTY

Capital Performance Advisors’s Guaranty Bancshares GNTY Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-108
Closed -$3.71K – 1166
2024
Q3 		$3.71K Buy
+108
New +$3.57K ﹤0.01% 1249

Other funds holding GNTY

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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Capital Performance Advisors's GNTY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Guaranty Bancshares (GNTY) in Q4 2024, closing a stake of 108 shares — an estimated $3.71K sold.

Capital Performance Advisors first reported a position in GNTY in Q3 2024 and held it in 1 quarter. The position peaked at $3.71K in Q3 2024. 81 funds tracked by Wall St. Rank hold GNTY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Guaranty Bancshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 108 Guaranty Bancshares shares in Q4 2024, an estimated $3.71K.
  • Capital Performance Advisors first reported a position in Guaranty Bancshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Guaranty Bancshares position peaked at $3.71K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Guaranty Bancshares as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.