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Glassman Wealth Services’s Aspen Aerogels ASPN Stock Holding History

Glassman Wealth Services’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-117
Closed -$923 – 1998
2023
Q2 		$923 Buy
+117
New +$814 ﹤0.01% 1465

Other funds holding ASPN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
SC
Samjo Capital New York $254M AUM 36.81% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Glassman Wealth Services's ASPN Position: Q3 2023 in Review

Glassman Wealth Services sold out of Aspen Aerogels (ASPN) in Q3 2023, closing a stake of 117 shares — an estimated $923 sold.

Glassman Wealth Services first reported a position in ASPN in Q2 2023 and held it in 1 quarter. The position peaked at $923 in Q2 2023. 159 funds tracked by Wall St. Rank hold ASPN as of Q3 2023.

  • Glassman Wealth Services reported no remaining Aspen Aerogels position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 117 Aspen Aerogels shares in Q3 2023, an estimated $923.
  • Glassman Wealth Services first reported a position in Aspen Aerogels in Q2 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Aspen Aerogels position peaked at $923 in Q2 2023.
  • 159 funds tracked by Wall St. Rank held Aspen Aerogels as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.