Docoh
Loading...

McGuire Investment

McGuire Investment is an investment advisor in Wakefield with $523.01M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
270370339
SEC advisor number
801-113698
FINRA CRD number
296271
AUM ?
$523.01M (as of 2 Mar 21)
Accounts
664 (as of 2 Mar 21)
Employees
3 (3 investment advisory or research)
Address
McGuire Investment
4435 OLD POST ROAD
CHARLESTOWN
RI 02813
Office hours
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Phone
401-364-5000
Owner Title From %Ownership
Mcguire, Dennis, Patrick Managing Member / CCO 09/2018 50-75%
Mcguire, Sean, Michael Member 07/2018 25-50%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 118 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$27.56M 182.52K 179.22K +1.8
$22.55M 174.84K 172.49K +1.4
$21.69M 90.56K 89.45K +1.2
$21.25M 37.34K 39.07K -4.4
$20.49M 159.15K 157.51K +1.0
$20.29M 161.38K 147.97K +9.1
$18.8M 132.85K 132.17K +0.5
$18.55M 32.46K 32.15K +1.0
$16.51M 124.05K 120.04K +3.3
$15.76M 94.08K 92.12K +2.1
$15.73M 59.65K 58.63K +1.7
$14.33M 50.82K 50.6K +0.4
$13.91M 112.29K 111.27K +0.9
$11.79M 62.31K 60.57K +2.9
$11.54M 71.46K 70.71K +1.0
$11.11M 36.48K 36.24K +0.7
$11.09M 150.21K 150.57K -0.2
$10.73M 66.35K 66.04K +0.5
$10.49M 50.62K 11.52K +339.6
$10.16M 139.42K 139.07K +0.3
$9.72M 11.59K 11.48K +0.9
$9.65M 49.89K 49.21K +1.4
$9.41M 54.79K 53.63K +2.2
$8.95M 151.18K 100.18K +50.9
$8.71M 42.17K 41.09K +2.6
$8.67M 19.29K 19.4K -0.6
$8.56M 43.23K 42.39K +2.0
$8.41M 86.46K 86.01K +0.5
$7.78M 10.44K 9.95K +5.0
$7.7M 7.75K 7.6K +2.0
$7.57M 341.83K 265.91K +28.6
$7.32M 2.74K 2.67K +2.7
$7.07M 67.75K 68.6K -1.2
$6.04M 28.4K 28.21K +0.7
$5.82M 27.39K 26.91K +1.8
$5.8M 77.58K 59.09K +31.3
$5.22M 31.42K 30.9K +1.7
$5.07M 95.22K 95.57K -0.4
$4.59M 32.96K 32.47K +1.5
$4.21M 74.65K 112.4K -33.6
$3.86M 35.39K 34.9K +1.4
$3.68M 10.28K 10.22K +0.6
$3.18M 13.09K NEW
$3.11M 51.15K 52.02K -1.7
$2.63M 14.39K 13.34K +7.9
$2.06M 228.81K 245.72K -6.9
$1.71M 7.8K 8.54K -8.6
$1.47M 67.94K 84.17K -19.3
$1.44M 437 407 +7.4
$1.43M 4.95K 4.96K -0.3
Holdings list only includes long positions. Only includes long positions.

Calendar

30 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings