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Guardian Wealth Advisors (North Carolina)’s Hormel Foods HRL Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,573
Closed -$200K – 457
2024
Q2 		$200K Sell
6,573
-187
-3% -$6.29K 0.02% 258
2024
Q1 		$236K Buy
+6,760
New +$216K 0.03% 242

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s HRL Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Hormel Foods (HRL) in Q3 2024, closing a stake of 6,573 shares — an estimated $200K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in HRL in Q1 2024 and held it in 2 quarters. The position peaked at $236K in Q1 2024. 624 funds tracked by Wall St. Rank hold HRL as of Q3 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Hormel Foods position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 6,573 Hormel Foods shares in Q3 2024, an estimated $200K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Hormel Foods in Q1 2024 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Hormel Foods position peaked at $236K in Q1 2024.
  • 624 funds tracked by Wall St. Rank held Hormel Foods as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.