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Glassman Wealth Services’s Crane Co CR Stock Holding History

Glassman Wealth Services’s Portfolio CR Stock Details CR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30
Closed -$3.54K – 572
2023
Q4 		$3.54K Hold
30
– – ﹤0.01% 1174
2023
Q3 		$2.67K Sell
30
-9
-23% -$801 ﹤0.01% 1242
2023
Q2 		$3.48K Buy
39
+21
+117% +$1.62K ﹤0.01% 1094
2023
Q1 		$2.04K Buy
+18
New +$1.32K ﹤0.01% 1239

Other funds holding CR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Glassman Wealth Services sold out of Crane Co (CR) in Q1 2024, closing a stake of 30 shares — an estimated $3.54K sold.

Glassman Wealth Services first reported a position in CR in Q1 2023 and held it in 4 quarters. The position peaked at $3.54K in Q4 2023. 412 funds tracked by Wall St. Rank hold CR as of Q1 2024.

  • Glassman Wealth Services reported no remaining Crane Co position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 30 Crane Co shares in Q1 2024, an estimated $3.54K.
  • Glassman Wealth Services first reported a position in Crane Co in Q1 2023 and held it in 4 quarters.
  • Glassman Wealth Services's Crane Co position peaked at $3.54K in Q4 2023.
  • 412 funds tracked by Wall St. Rank held Crane Co as of Q1 2024.

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