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Guidance Point Advisors’s Grocery Outlet GO Stock Holding History

Guidance Point Advisors’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-287
Closed -$6K – 206
2021
Q3 		$6K Buy
+287
New +$8.26K ﹤0.01% 310

Other funds holding GO

JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Guidance Point Advisors sold out of Grocery Outlet (GO) in Q4 2021, closing a stake of 287 shares — an estimated $6K sold.

Guidance Point Advisors first reported a position in GO in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 196 funds tracked by Wall St. Rank hold GO as of Q4 2021.

  • Guidance Point Advisors reported no remaining Grocery Outlet position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 287 Grocery Outlet shares in Q4 2021, an estimated $6K.
  • Guidance Point Advisors first reported a position in Grocery Outlet in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Grocery Outlet position peaked at $6K in Q3 2021.
  • 196 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2021.

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