IA
GHLD

IFP Advisors’s Guild Holdings GHLD Stock Holding History

IFP Advisors’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
Q2 		– Sell
-1,489
Closed -$22K – 3271
2024
Q1 		$22K Sell
1,489
-10
-0.7% -$142 ﹤0.01% 1926
2023
Q4 		$21.1K Buy
1,499
+837
+126% +$10.1K ﹤0.01% 1882
2023
Q3 		$7.26K Buy
+662
New +$7.77K ﹤0.01% 2382

Other funds holding GHLD

BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP Advisors's GHLD Position: Q2 2024 in Review

IFP Advisors sold out of Guild Holdings (GHLD) in Q2 2024, closing a stake of 1,489 shares — an estimated $22K sold.

IFP Advisors first reported a position in GHLD in Q3 2023 and held it in 3 quarters. The position peaked at $22K in Q1 2024. 27 funds tracked by Wall St. Rank hold GHLD as of Q2 2024.

  • IFP Advisors reported no remaining Guild Holdings position as of Q2 2024 after selling out during the quarter.
  • IFP Advisors sold 1,489 Guild Holdings shares in Q2 2024, an estimated $22K.
  • IFP Advisors first reported a position in Guild Holdings in Q3 2023 and held it in 3 quarters.
  • IFP Advisors's Guild Holdings position peaked at $22K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held Guild Holdings as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.