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Glassman Wealth Services’s Banco de Chile BCH Stock Holding History

Glassman Wealth Services’s Portfolio BCH Stock Details BCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-606
Closed -$14K – 382
2023
Q4 		$14K Buy
606
+58
+11% +$1.24K ﹤0.01% 792
2023
Q3 		$11.1K Sell
548
-75
-12% -$1.59K ﹤0.01% 825
2023
Q2 		$13.1K Buy
623
+39
+7% +$815 ﹤0.01% 743
2023
Q1 		$11.4K Hold
584
– – ﹤0.01% 785
2022
Q4 		$12.2K Buy
584
+48
+9% +$899 ﹤0.01% 778
2022
Q3 		$9K Sell
536
-35
-6% -$646 ﹤0.01% 815
2022
Q2 		$10K Buy
571
+104
+22% +$2.1K ﹤0.01% 801
2022
Q1 		$10K Buy
467
+20
+4% +$406 ﹤0.01% 818
2021
Q4 		$7K Sell
447
-48
-10% -$852 ﹤0.01% 886
2021
Q3 		$9K Sell
495
-13
-3% -$241 ﹤0.01% 788
2021
Q2 		$10K Hold
508
– – ﹤0.01% 745
2021
Q1 		$12K Hold
508
– – ﹤0.01% 661
2020
Q4 		$10K Buy
508
+419
+471% +$7.48K ﹤0.01% 704
2020
Q3 		$1K Sell
89
-44
-33% -$769 ﹤0.01% 1097
2020
Q2 		$2K Buy
+133
New +$2.34K ﹤0.01% 824

Other funds holding BCH

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Glassman Wealth Services's BCH Position: Q1 2024 in Review

Glassman Wealth Services sold out of Banco de Chile (BCH) in Q1 2024, closing a stake of 606 shares — an estimated $14K sold.

Glassman Wealth Services first reported a position in BCH in Q2 2020 and held it in 15 quarters. The position peaked at $14K in Q4 2023. 91 funds tracked by Wall St. Rank hold BCH as of Q1 2024.

  • Glassman Wealth Services reported no remaining Banco de Chile position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 606 Banco de Chile shares in Q1 2024, an estimated $14K.
  • Glassman Wealth Services first reported a position in Banco de Chile in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's Banco de Chile position peaked at $14K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held Banco de Chile as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.