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Glassman Wealth Services’s Avis CAR Stock Holding History

Glassman Wealth Services’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8
Closed -$1.42K – 471
2023
Q4 		$1.42K Buy
8
+4
+100% +$729 ﹤0.01% 1443
2023
Q3 		$719 Hold
4
– – ﹤0.01% 1654
2023
Q2 		$915 Hold
4
– – ﹤0.01% 1469
2023
Q1 		$779 Hold
4
– – ﹤0.01% 1509
2022
Q4 		$656 Hold
4
– – ﹤0.01% 1553
2022
Q3 		$1K Sell
4
-11
-73% -$1.81K ﹤0.01% 1351
2022
Q2 		$2K Buy
15
+6
+67% +$1.32K ﹤0.01% 1210
2022
Q1 		$2K Buy
9
+7
+350% +$1.41K ﹤0.01% 1199
2021
Q4 		$0 Buy
+2
New +$443 ﹤0.01% 1666
2018
Q1 		– Sell
-24
Closed -$1K – 757
2017
Q4 		$1K Buy
+24
New +$955 ﹤0.01% 552

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Glassman Wealth Services sold out of Avis (CAR) in Q1 2024, closing a stake of 8 shares — an estimated $1.42K sold.

Glassman Wealth Services first reported a position in CAR in Q4 2017 and held it in 10 quarters. The position peaked at $2K in Q2 2022. 261 funds tracked by Wall St. Rank hold CAR as of Q1 2024.

  • Glassman Wealth Services reported no remaining Avis position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 8 Avis shares in Q1 2024, an estimated $1.42K.
  • Glassman Wealth Services first reported a position in Avis in Q4 2017 and held it in 10 quarters.
  • Glassman Wealth Services's Avis position peaked at $2K in Q2 2022.
  • 261 funds tracked by Wall St. Rank held Avis as of Q1 2024.

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