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Glassman Wealth Services’s a.k.a. Brands AKA Stock Holding History

Glassman Wealth Services’s Portfolio AKA Stock Details AKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6
Closed – – 1918
2022
Q3 		$0 Buy
6
+2
+50% +$51 ﹤0.01% 1629
2022
Q2 		$0 Buy
+4
New +$176 ﹤0.01% 1640

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PI
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MAM
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SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
BlackRock
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SCM
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F1I
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's AKA Position: Q4 2022 in Review

Glassman Wealth Services sold out of a.k.a. Brands (AKA) in Q4 2022, closing a stake of 6 shares.

Glassman Wealth Services first reported a position in AKA in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 50 funds tracked by Wall St. Rank hold AKA as of Q4 2022.

  • Glassman Wealth Services reported no remaining a.k.a. Brands position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 6 a.k.a. Brands shares in Q4 2022.
  • Glassman Wealth Services first reported a position in a.k.a. Brands in Q2 2022 and held it in 2 quarters.
  • Glassman Wealth Services's a.k.a. Brands position peaked at $0 in Q3 2022.
  • 50 funds tracked by Wall St. Rank held a.k.a. Brands as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.