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GWS
Glassman Wealth Services’s
Deutsche Bank
DB
Stock Holding History
Glassman Wealth Services’s Portfolio
DB Stock Details
DB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-1,094
Closed
-$14.8K
–
620
2023
Q4
$14.8K
Sell
1,094
-261
-19%
-$3.07K
﹤0.01%
774
2023
Q3
$14.9K
Buy
1,355
+344
+34%
+$3.72K
﹤0.01%
737
2023
Q2
$10.6K
Buy
1,011
+42
+4%
+$442
﹤0.01%
799
2023
Q1
$9.89K
Sell
969
-44
-4%
-$526
﹤0.01%
827
2022
Q4
$11.7K
Buy
1,013
+114
+13%
+$1.13K
﹤0.01%
789
2022
Q3
$7K
Buy
899
+294
+49%
+$2.5K
﹤0.01%
897
2022
Q2
$5K
Sell
605
-398
-40%
-$4.25K
﹤0.01%
992
2022
Q1
$13K
Sell
1,003
-590
-37%
-$7.85K
﹤0.01%
757
2021
Q4
$20K
Buy
1,593
+624
+64%
+$7.95K
﹤0.01%
605
2021
Q3
$12K
Buy
969
+188
+24%
+$2.36K
﹤0.01%
718
2021
Q2
$10K
Buy
781
+47
+6%
+$637
﹤0.01%
748
2021
Q1
$9K
Buy
+734
New
+$8.57K
﹤0.01%
735
2020
Q3
–
Sell
-72
Closed
-$1K
–
1358
2020
Q2
$1K
Sell
72
-7
-9%
-$54
﹤0.01%
994
2020
Q1
$1K
Buy
79
+42
+114%
+$349
﹤0.01%
847
2019
Q4
$0
Buy
+37
New
+$278
﹤0.01%
1238
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1-Year Est. Return
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30.15%
1-Year Est. Return
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$427B AUM
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1-Year Est. Return
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$185B AUM
39.58%
1-Year Est. Return
Amundi
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$367B AUM
31.23%
1-Year Est. Return
Norges Bank
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$935B AUM
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
HEC
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$151M AUM
60.14%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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