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Glassman Wealth Services’s Bankunited BKU Stock Holding History

Glassman Wealth Services’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-26
Closed -$843 – 414
2023
Q4 		$843 Hold
26
– – ﹤0.01% 1594
2023
Q3 		$590 Hold
26
– – ﹤0.01% 1701
2023
Q2 		$560 Buy
+26
New +$535 ﹤0.01% 1620
2022
Q2 		– Sell
-26
Closed -$1K – 1679
2022
Q1 		$1K Hold
26
– – ﹤0.01% 1337
2021
Q4 		$1K Buy
26
+1
+4% +$42 ﹤0.01% 1310
2021
Q3 		$1K Buy
+25
New +$1.02K ﹤0.01% 1287
2020
Q2 		– Sell
-12
Closed – – 1236
2020
Q1 		$0 Buy
12
+10
+500% +$299 ﹤0.01% 1150
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1193
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1064
2019
Q2 		$0 Buy
+2
New +$69 ﹤0.01% 1090

Other funds holding BKU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Glassman Wealth Services sold out of Bankunited (BKU) in Q1 2024, closing a stake of 26 shares — an estimated $843 sold.

Glassman Wealth Services first reported a position in BKU in Q2 2019 and held it in 10 quarters. The position peaked at $1K in Q1 2022. 240 funds tracked by Wall St. Rank hold BKU as of Q1 2024.

  • Glassman Wealth Services reported no remaining Bankunited position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 26 Bankunited shares in Q1 2024, an estimated $843.
  • Glassman Wealth Services first reported a position in Bankunited in Q2 2019 and held it in 10 quarters.
  • Glassman Wealth Services's Bankunited position peaked at $1K in Q1 2022.
  • 240 funds tracked by Wall St. Rank held Bankunited as of Q1 2024.

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