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Guidance Point Advisors’s Chefs' Warehouse CHEF Stock Holding History

Guidance Point Advisors’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-328
Closed -$10K – 142
2021
Q3 		$10K Buy
+328
New +$9.62K ﹤0.01% 249

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Guidance Point Advisors's CHEF Position: Q4 2021 in Review

Guidance Point Advisors sold out of Chefs' Warehouse (CHEF) in Q4 2021, closing a stake of 328 shares — an estimated $10K sold.

Guidance Point Advisors first reported a position in CHEF in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 161 funds tracked by Wall St. Rank hold CHEF as of Q4 2021.

  • Guidance Point Advisors reported no remaining Chefs' Warehouse position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 328 Chefs' Warehouse shares in Q4 2021, an estimated $10K.
  • Guidance Point Advisors first reported a position in Chefs' Warehouse in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Chefs' Warehouse position peaked at $10K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.