GWS
DFTX

Glassman Wealth Services’s Definium Therapeutics DFTX Stock Holding History

Glassman Wealth Services’s Portfolio DFTX Stock Details DFTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-833
Closed -$3K – 1999
2022
Q3 		$3K Buy
833
+500
+150% +$4.8K ﹤0.01% 1141
2022
Q2 		$3K Buy
+333
New +$4.21K ﹤0.01% 1152
2022
Q1 		– Sell
-167
Closed -$3K – 1828
2021
Q4 		$3K Hold
167
– – ﹤0.01% 1116
2021
Q3 		$6K Buy
+167
New +$7.22K ﹤0.01% 916

Other funds holding DFTX

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Glassman Wealth Services's DFTX Position: Q4 2022 in Review

Glassman Wealth Services sold out of Definium Therapeutics (DFTX) in Q4 2022, closing a stake of 833 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in DFTX in Q3 2021 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 104 funds tracked by Wall St. Rank hold DFTX as of Q4 2022.

  • Glassman Wealth Services reported no remaining Definium Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 833 Definium Therapeutics shares in Q4 2022, an estimated $3K.
  • Glassman Wealth Services first reported a position in Definium Therapeutics in Q3 2021 and held it in 4 quarters.
  • Glassman Wealth Services's Definium Therapeutics position peaked at $6K in Q3 2021.
  • 104 funds tracked by Wall St. Rank held Definium Therapeutics as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.