Glassman Wealth Services’s Bally's BALY Stock Holding History

Glassman Wealth Services’s Portfolio BALY Stock Details BALY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-317	Closed	-$4.16K	–	1973
2023 Q3	$4.16K	Buy	+317	New	+$4.85K	﹤0.01%	1124

Other funds holding BALY

Standard General New York $336M AUM 16.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Glassman Wealth Services's BALY Position: Q4 2023 in Review

Glassman Wealth Services sold out of Bally's (BALY) in Q4 2023, closing a stake of 317 shares — an estimated $4.16K sold.

Glassman Wealth Services first reported a position in BALY in Q3 2023 and held it in 1 quarter. The position peaked at $4.16K in Q3 2023. 112 funds tracked by Wall St. Rank hold BALY as of Q4 2023.

Glassman Wealth Services reported no remaining Bally's position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 317 Bally's shares in Q4 2023, an estimated $4.16K.
Glassman Wealth Services first reported a position in Bally's in Q3 2023 and held it in 1 quarter.
Glassman Wealth Services's Bally's position peaked at $4.16K in Q3 2023.
112 funds tracked by Wall St. Rank held Bally's as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.