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Glassman Wealth Services’s GrafTech EAF Stock Holding History

Glassman Wealth Services’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$57 – 676
2023
Q4 		$57 Hold
3
– – ﹤0.01% 1945
2023
Q3 		$100 Sell
3
-13
-81% -$543 ﹤0.01% 1967
2023
Q2 		$796 Hold
16
– – ﹤0.01% 1508
2023
Q1 		$768 Hold
16
– – ﹤0.01% 1516
2022
Q4 		$752 Hold
16
– – ﹤0.01% 1508
2022
Q3 		$1K Buy
16
+13
+433% +$827 ﹤0.01% 1379
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1752
2022
Q1 		$0 Buy
+3
New +$312 ﹤0.01% 1713
2020
Q1 		– Sell
-2
Closed – – 1232
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1246
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1120
2019
Q2 		$0 Buy
+2
New +$234 ﹤0.01% 1143

Other funds holding EAF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Glassman Wealth Services sold out of GrafTech (EAF) in Q1 2024, closing a stake of 3 shares — an estimated $57 sold.

Glassman Wealth Services first reported a position in EAF in Q2 2019 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 154 funds tracked by Wall St. Rank hold EAF as of Q1 2024.

  • Glassman Wealth Services reported no remaining GrafTech position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 3 GrafTech shares in Q1 2024, an estimated $57.
  • Glassman Wealth Services first reported a position in GrafTech in Q2 2019 and held it in 11 quarters.
  • Glassman Wealth Services's GrafTech position peaked at $1K in Q3 2022.
  • 154 funds tracked by Wall St. Rank held GrafTech as of Q1 2024.

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