GWS
APPS icon

Glassman Wealth Services’s Digital Turbine APPS Stock Holding History

Glassman Wealth Services’s Portfolio APPS Stock Details APPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-296
Closed -$1.79K – 1967
2023
Q3 		$1.79K Buy
296
+214
+261% +$1.91K ﹤0.01% 1367
2023
Q2 		$761 Buy
+82
New +$903 ﹤0.01% 1525
2023
Q1 		– Sell
-46
Closed -$701 – 1897
2022
Q4 		$701 Buy
46
+30
+188% +$461 ﹤0.01% 1527
2022
Q3 		$0 Sell
16
-31
-66% -$593 ﹤0.01% 1644
2022
Q2 		$1K Buy
47
+28
+147% +$759 ﹤0.01% 1337
2022
Q1 		$1K Sell
19
-25
-57% -$1.13K ﹤0.01% 1320
2021
Q4 		$3K Buy
44
+13
+42% +$884 ﹤0.01% 1074
2021
Q3 		$2K Buy
+31
New +$1.92K ﹤0.01% 1130
2021
Q2 		– Sell
-1
Closed – – 1442
2021
Q1 		$0 Buy
+1
New +$73 ﹤0.01% 1384

Other funds holding APPS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return