GWS
DOCS icon

Glassman Wealth Services’s Doximity DOCS Stock Holding History

Glassman Wealth Services’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-263
Closed -$7.38K – 657
2023
Q4 		$7.38K Buy
263
+7
+3% +$165 ﹤0.01% 958
2023
Q3 		$5.43K Buy
256
+246
+2,460% +$6.71K ﹤0.01% 1041
2023
Q2 		$340 Hold
10
– – ﹤0.01% 1713
2023
Q1 		$324 Sell
10
-250
-96% -$8.29K ﹤0.01% 1692
2022
Q4 		$8.73K Buy
260
+6
+2% +$183 ﹤0.01% 867
2022
Q3 		$8K Hold
254
– – ﹤0.01% 855
2022
Q2 		$9K Buy
+254
New +$10K ﹤0.01% 839
2021
Q4 		– Sell
-250
Closed -$20K – 1696
2021
Q3 		$20K Buy
+250
New +$18.3K ﹤0.01% 577

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return