SPIA
GNTY

Steward Partners Investment Advisory’s Guaranty Bancshares GNTY Stock Holding History

Steward Partners Investment Advisory’s Portfolio GNTY Stock Details GNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,958
Closed -$71K – 3285
2022
Q2 		$71K Hold
1,958
– – ﹤0.01% 1635
2022
Q1 		$69K Buy
+1,958
New +$71.1K ﹤0.01% 1759

Other funds holding GNTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Steward Partners Investment Advisory's GNTY Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Guaranty Bancshares (GNTY) in Q3 2022, closing a stake of 1,958 shares — an estimated $71K sold.

Steward Partners Investment Advisory first reported a position in GNTY in Q1 2022 and held it in 2 quarters. The position peaked at $71K in Q2 2022. 65 funds tracked by Wall St. Rank hold GNTY as of Q3 2022.

  • Steward Partners Investment Advisory reported no remaining Guaranty Bancshares position as of Q3 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,958 Guaranty Bancshares shares in Q3 2022, an estimated $71K.
  • Steward Partners Investment Advisory first reported a position in Guaranty Bancshares in Q1 2022 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Guaranty Bancshares position peaked at $71K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held Guaranty Bancshares as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.