Glassman Wealth Services’s Carriage Services CSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-41	Closed	-$1.16K	–	1998
2023 Q3	$1.16K	Hold	41	–	–	﹤0.01%	1508
2023 Q2	$1.33K	Hold	41	–	–	﹤0.01%	1364
2023 Q1	$1.25K	Hold	41	–	–	﹤0.01%	1364
2022 Q4	$1.13K	Buy	+41	New	+$1.11K	﹤0.01%	1391

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State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Glassman Wealth Services sold out of Carriage Services (CSV) in Q4 2023, closing a stake of 41 shares — an estimated $1.16K sold.

Glassman Wealth Services first reported a position in CSV in Q4 2022 and held it in 4 quarters. The position peaked at $1.33K in Q2 2023. 114 funds tracked by Wall St. Rank hold CSV as of Q4 2023.

Glassman Wealth Services reported no remaining Carriage Services position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 41 Carriage Services shares in Q4 2023, an estimated $1.16K.
Glassman Wealth Services first reported a position in Carriage Services in Q4 2022 and held it in 4 quarters.
Glassman Wealth Services's Carriage Services position peaked at $1.33K in Q2 2023.
114 funds tracked by Wall St. Rank held Carriage Services as of Q4 2023.

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