Guidance Point Advisors’s McDonald's MCD Stock Holding History

Guidance Point Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-143	Closed	-$34K	–	268
2021 Q3	$34K	Buy	+143	New	+$34.1K	0.01%	175

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Guidance Point Advisors sold out of McDonald's (MCD) in Q4 2021, closing a stake of 143 shares — an estimated $34K sold.

Guidance Point Advisors first reported a position in MCD in Q3 2021 and held it in 1 quarter. The position peaked at $34K in Q3 2021. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

Guidance Point Advisors reported no remaining McDonald's position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 143 McDonald's shares in Q4 2021, an estimated $34K.
Guidance Point Advisors first reported a position in McDonald's in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's McDonald's position peaked at $34K in Q3 2021.
2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

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