Glassman Wealth Services’s Citizens CIA Stock Holding History

Glassman Wealth Services’s Portfolio CIA Stock Details CIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-16	Closed	–	–	1475
2021 Q1	$0	Buy	+16	New	+$99	﹤0.01%	1418

Other funds holding CIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Glassman Wealth Services's CIA Position: Q2 2021 in Review

Glassman Wealth Services sold out of Citizens (CIA) in Q2 2021, closing a stake of 16 shares.

Glassman Wealth Services first reported a position in CIA in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 56 funds tracked by Wall St. Rank hold CIA as of Q2 2021.

Glassman Wealth Services reported no remaining Citizens position as of Q2 2021 after selling out during the quarter.
Glassman Wealth Services sold 16 Citizens shares in Q2 2021.
Glassman Wealth Services first reported a position in Citizens in Q1 2021 and held it in 1 quarter.
Glassman Wealth Services's Citizens position peaked at $0 in Q1 2021.
56 funds tracked by Wall St. Rank held Citizens as of Q2 2021.

Based on Glassman Wealth Services's 13F filing for Q2 2021, filed 4 Aug 2021.