Fidelity Investments
GHLD

Fidelity Investments’s Guild Holdings GHLD Stock Holding History

Fidelity Investments’s Portfolio GHLD Stock Details GHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$14 – 5659
2024
Q3 		$14 Hold
1
– – ﹤0.01% 5396
2024
Q2 		$12 Hold
1
– – ﹤0.01% 5261
2024
Q1 		$12 Buy
+1
New +$14 ﹤0.01% 5244

Other funds holding GHLD

BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $7.38B AUM 15.39% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Fidelity Investments's GHLD Position: Q4 2024 in Review

Fidelity Investments sold out of Guild Holdings (GHLD) in Q4 2024, closing a stake of 1 share — an estimated $14 sold.

Fidelity Investments first reported a position in GHLD in Q1 2024 and held it in 3 quarters. The position peaked at $14 in Q3 2024. 29 funds tracked by Wall St. Rank hold GHLD as of Q4 2024.

  • Fidelity Investments reported no remaining Guild Holdings position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Guild Holdings share in Q4 2024, an estimated $14.
  • Fidelity Investments first reported a position in Guild Holdings in Q1 2024 and held it in 3 quarters.
  • Fidelity Investments's Guild Holdings position peaked at $14 in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Guild Holdings as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.