Glassman Wealth Services’s Grupo Cibest SA CIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-381	Closed	-$11.7K	–	522
2023 Q4	$11.7K	Buy	381 +151	+66%	+$4.1K	﹤0.01%	835
2023 Q3	$6.14K	Hold	230	–	–	﹤0.01%	998
2023 Q2	$6.14K	Buy	230 +101	+78%	+$2.63K	﹤0.01%	939
2023 Q1	$3.24K	Buy	129 +29	+29%	+$783	﹤0.01%	1118
2022 Q4	$2.85K	Sell	100 -3	-3%	-$78	﹤0.01%	1173
2022 Q3	$3K	Sell	103 -54	-34%	-$1.56K	﹤0.01%	1114
2022 Q2	$5K	Sell	157 -4	-2%	-$157	﹤0.01%	989
2022 Q1	$7K	Buy	161 +44	+38%	+$1.59K	﹤0.01%	917
2021 Q4	$4K	Buy	117 +95	+432%	+$3.19K	﹤0.01%	1025
2021 Q3	$1K	Sell	22 -43	-66%	-$1.34K	﹤0.01%	1306
2021 Q2	$2K	Hold	65	–	–	﹤0.01%	1120
2021 Q1	$2K	Buy	65 +18	+38%	+$640	﹤0.01%	1071
2020 Q4	$2K	Hold	47	–	–	﹤0.01%	1045
2020 Q3	$1K	Hold	47	–	–	﹤0.01%	1120
2020 Q2	$1K	Buy	+47	New	+$1.23K	﹤0.01%	979

Other funds holding CIB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

C Partners Holding Zurich, Switzerland $317M AUM 4.76% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return