Glassman Wealth Services’s ChemoCentryx, Inc. CCXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-23
Closed -$1K 2075
2022
Q3
$1K Hold
23
﹤0.01% 1610
2022
Q2
$1K Hold
23
﹤0.01% 1612
2022
Q1
$1K Sell
23
-15
-39% -$422 ﹤0.01% 1596
2021
Q4
$1K Buy
38
+15
+65% +$527 ﹤0.01% 1588
2021
Q3
$0 Hold
23
﹤0.01% 1888
2021
Q2
$0 Sell
23
-9
-28% -$222 ﹤0.01% 1724
2021
Q1
$2K Hold
32
﹤0.01% 1168
2020
Q4
$2K Hold
32
﹤0.01% 1127
2020
Q3
$2K Buy
+32
New +$1.72K ﹤0.01% 1062

Other funds holding CCXI

Glassman Wealth Services's CCXI Position: Q4 2022 in Review

Glassman Wealth Services sold out of ChemoCentryx, Inc. (CCXI) in Q4 2022, closing a stake of 23 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in CCXI in Q3 2020 and held it in 9 quarters. The position peaked at $2K in Q1 2021. 1 fund tracked by Wall St. Rank holds CCXI as of Q4 2022.

  • Glassman Wealth Services reported no remaining ChemoCentryx, Inc. position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 23 ChemoCentryx, Inc. shares in Q4 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in ChemoCentryx, Inc. in Q3 2020 and held it in 9 quarters.
  • Glassman Wealth Services's ChemoCentryx, Inc. position peaked at $2K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held ChemoCentryx, Inc. as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.