GWS
BFT

Glassman Wealth Services’s Foley Trasimene Acquisition Corp. II BFT Stock Holding History

Glassman Wealth Services’s Portfolio BFT Stock Details BFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,436
Closed -$37K – 1720
2020
Q4 		$37K Buy
+2,436
New +$27.8K 0.01% 387

Other funds holding BFT

DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Glassman Wealth Services's BFT Position: Q1 2021 in Review

Glassman Wealth Services sold out of Foley Trasimene Acquisition Corp. II (BFT) in Q1 2021, closing a stake of 2,436 shares — an estimated $37K sold.

Glassman Wealth Services first reported a position in BFT in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 3 funds tracked by Wall St. Rank hold BFT as of Q1 2021.

  • Glassman Wealth Services reported no remaining Foley Trasimene Acquisition Corp. II position as of Q1 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 2,436 Foley Trasimene Acquisition Corp. II shares in Q1 2021, an estimated $37K.
  • Glassman Wealth Services first reported a position in Foley Trasimene Acquisition Corp. II in Q4 2020 and held it in 1 quarter.
  • Glassman Wealth Services's Foley Trasimene Acquisition Corp. II position peaked at $37K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Foley Trasimene Acquisition Corp. II as of Q1 2021.

Based on Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.