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Laurel Wealth Advisors (North Carolina)’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,500
Closed -$23.6K – 748
2024
Q3 		$23.6K Hold
1,500
– – ﹤0.01% 392
2024
Q2 		$22.4K Hold
1,500
– – ﹤0.01% 368
2024
Q1 		$21.5K Buy
+1,500
New +$20.8K ﹤0.01% 373

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s GOF Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q4 2024, closing a stake of 1,500 shares — an estimated $23.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in GOF in Q1 2024 and held it in 3 quarters. The position peaked at $23.6K in Q3 2024. 171 funds tracked by Wall St. Rank hold GOF as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Guggenheim Strategic Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,500 Guggenheim Strategic Opportunities Fund shares in Q4 2024, an estimated $23.6K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2024 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Guggenheim Strategic Opportunities Fund position peaked at $23.6K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.