GWS
BEKE icon

Glassman Wealth Services’s KE Holdings BEKE Stock Holding History

Glassman Wealth Services’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-196
Closed -$3.18K – 390
2023
Q4 		$3.18K Sell
196
-218
-53% -$3.37K ﹤0.01% 1203
2023
Q3 		$6.42K Buy
414
+284
+218% +$4.51K ﹤0.01% 987
2023
Q2 		$1.93K Sell
130
-208
-62% -$3.4K ﹤0.01% 1260
2023
Q1 		$6.37K Buy
338
+222
+191% +$4.11K ﹤0.01% 933
2022
Q4 		$1.62K Sell
116
-231
-67% -$3.21K ﹤0.01% 1304
2022
Q3 		$6K Buy
347
+113
+48% +$1.83K ﹤0.01% 928
2022
Q2 		$4K Buy
234
+173
+284% +$2.44K ﹤0.01% 1055
2022
Q1 		$1K Sell
61
-386
-86% -$6.88K ﹤0.01% 1333
2021
Q4 		$9K Buy
447
+153
+52% +$3.13K ﹤0.01% 815
2021
Q3 		$5K Buy
294
+154
+110% +$3.75K ﹤0.01% 946
2021
Q2 		$7K Hold
140
– – ﹤0.01% 826
2021
Q1 		$8K Hold
140
– – ﹤0.01% 759
2020
Q4 		$9K Sell
140
-15
-10% -$997 ﹤0.01% 737
2020
Q3 		$10K Buy
+155
New +$7.74K ﹤0.01% 600

Other funds holding BEKE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Glassman Wealth Services sold out of KE Holdings (BEKE) in Q1 2024, closing a stake of 196 shares — an estimated $3.18K sold.

Glassman Wealth Services first reported a position in BEKE in Q3 2020 and held it in 14 quarters. The position peaked at $10K in Q3 2020. 267 funds tracked by Wall St. Rank hold BEKE as of Q1 2024.

  • Glassman Wealth Services reported no remaining KE Holdings position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 196 KE Holdings shares in Q1 2024, an estimated $3.18K.
  • Glassman Wealth Services first reported a position in KE Holdings in Q3 2020 and held it in 14 quarters.
  • Glassman Wealth Services's KE Holdings position peaked at $10K in Q3 2020.
  • 267 funds tracked by Wall St. Rank held KE Holdings as of Q1 2024.

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