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McDonald Partners’s First Guaranty Bancshares FGBI Stock Holding History

McDonald Partners’s Portfolio FGBI Stock Details FGBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-22,000
Closed -$401K – 602
2021
Q3 		$401K Hold
22,000
– – 0.09% 212
2021
Q2 		$390K Hold
22,000
– – 0.09% 216
2021
Q1 		$358K Sell
22,000
-4,620
-17% -$72.4K 0.09% 213
2020
Q4 		$430K Buy
+26,620
New +$387K 0.12% 183

Other funds holding FGBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McDonald Partners's FGBI Position: Q4 2021 in Review

McDonald Partners sold out of First Guaranty Bancshares (FGBI) in Q4 2021, closing a stake of 22,000 shares — an estimated $401K sold.

McDonald Partners first reported a position in FGBI in Q4 2020 and held it in 4 quarters. The position peaked at $430K in Q4 2020. 35 funds tracked by Wall St. Rank hold FGBI as of Q4 2021.

  • McDonald Partners reported no remaining First Guaranty Bancshares position as of Q4 2021 after selling out during the quarter.
  • McDonald Partners sold 22,000 First Guaranty Bancshares shares in Q4 2021, an estimated $401K.
  • McDonald Partners first reported a position in First Guaranty Bancshares in Q4 2020 and held it in 4 quarters.
  • McDonald Partners's First Guaranty Bancshares position peaked at $430K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held First Guaranty Bancshares as of Q4 2021.

Based on McDonald Partners's 13F filing for Q4 2021, filed 31 Jan 2022.