GWS
BAND

Glassman Wealth Services’s Bandwidth Inc BAND Stock Holding History

Glassman Wealth Services’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-185
Closed -$2.08K – 1974
2023
Q3 		$2.08K Hold
185
– – ﹤0.01% 1318
2023
Q2 		$2.53K Hold
185
– – ﹤0.01% 1176
2023
Q1 		$2.81K Buy
185
+16
+9% +$322 ﹤0.01% 1156
2022
Q4 		$3.88K Sell
169
-32
-16% -$582 ﹤0.01% 1099
2022
Q3 		$2K Buy
201
+172
+593% +$2.83K ﹤0.01% 1185
2022
Q2 		$1K Buy
+29
New +$670 ﹤0.01% 1347
2022
Q1 		– Sell
-15
Closed -$1K – 1639
2021
Q4 		$1K Buy
15
+9
+150% +$701 ﹤0.01% 1306
2021
Q3 		$1K Buy
+6
New +$693 ﹤0.01% 1279

Other funds holding BAND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Glassman Wealth Services sold out of Bandwidth Inc (BAND) in Q4 2023, closing a stake of 185 shares — an estimated $2.08K sold.

Glassman Wealth Services first reported a position in BAND in Q3 2021 and held it in 8 quarters. The position peaked at $3.88K in Q4 2022. 144 funds tracked by Wall St. Rank hold BAND as of Q4 2023.

  • Glassman Wealth Services reported no remaining Bandwidth Inc position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 185 Bandwidth Inc shares in Q4 2023, an estimated $2.08K.
  • Glassman Wealth Services first reported a position in Bandwidth Inc in Q3 2021 and held it in 8 quarters.
  • Glassman Wealth Services's Bandwidth Inc position peaked at $3.88K in Q4 2022.
  • 144 funds tracked by Wall St. Rank held Bandwidth Inc as of Q4 2023.

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