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Glassman Wealth Services’s Capitol Federal Financial CFFN Stock Holding History

Glassman Wealth Services’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-319
Closed -$1.52K – 1987
2023
Q3 		$1.52K Buy
+319
New +$1.89K ﹤0.01% 1425
2021
Q3 		– Sell
-59
Closed -$1K – 1609
2021
Q2 		$1K Buy
+59
New +$757 ﹤0.01% 1250
2020
Q3 		– Sell
-48
Closed -$1K – 1338
2020
Q2 		$1K Sell
48
-108
-69% -$1.24K ﹤0.01% 974
2020
Q1 		$2K Sell
156
-44
-22% -$564 ﹤0.01% 684
2019
Q4 		$3K Hold
200
– – ﹤0.01% 661
2019
Q3 		$3K Hold
200
– – ﹤0.01% 606
2019
Q2 		$3K Buy
200
+3
+2% +$41 ﹤0.01% 625
2019
Q1 		$3K Buy
197
+60
+44% +$794 ﹤0.01% 611
2018
Q4 		$2K Buy
137
+25
+22% +$321 ﹤0.01% 532
2018
Q3 		$1K Buy
112
+46
+70% +$605 ﹤0.01% 657
2018
Q2 		$1K Hold
66
– – ﹤0.01% 638
2018
Q1 		$1K Buy
66
+47
+247% +$611 ﹤0.01% 594
2017
Q4 		$0 Buy
+19
New +$266 ﹤0.01% 685

Other funds holding CFFN

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Glassman Wealth Services's CFFN Position: Q4 2023 in Review

Glassman Wealth Services sold out of Capitol Federal Financial (CFFN) in Q4 2023, closing a stake of 319 shares — an estimated $1.52K sold.

Glassman Wealth Services first reported a position in CFFN in Q4 2017 and held it in 13 quarters. The position peaked at $3K in Q4 2019. 193 funds tracked by Wall St. Rank hold CFFN as of Q4 2023.

  • Glassman Wealth Services reported no remaining Capitol Federal Financial position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 319 Capitol Federal Financial shares in Q4 2023, an estimated $1.52K.
  • Glassman Wealth Services first reported a position in Capitol Federal Financial in Q4 2017 and held it in 13 quarters.
  • Glassman Wealth Services's Capitol Federal Financial position peaked at $3K in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.