GWS
EB

Glassman Wealth Services’s Eventbrite EB Stock Holding History

Glassman Wealth Services’s Portfolio EB Stock Details EB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-81
Closed -$677 – 678
2023
Q4 		$677 Hold
81
– – ﹤0.01% 1645
2023
Q3 		$799 Hold
81
– – ﹤0.01% 1618
2023
Q2 		$774 Buy
+81
New +$637 ﹤0.01% 1516

Other funds holding EB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Glassman Wealth Services sold out of Eventbrite (EB) in Q1 2024, closing a stake of 81 shares — an estimated $677 sold.

Glassman Wealth Services first reported a position in EB in Q2 2023 and held it in 3 quarters. The position peaked at $799 in Q3 2023. 154 funds tracked by Wall St. Rank hold EB as of Q1 2024.

  • Glassman Wealth Services reported no remaining Eventbrite position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 81 Eventbrite shares in Q1 2024, an estimated $677.
  • Glassman Wealth Services first reported a position in Eventbrite in Q2 2023 and held it in 3 quarters.
  • Glassman Wealth Services's Eventbrite position peaked at $799 in Q3 2023.
  • 154 funds tracked by Wall St. Rank held Eventbrite as of Q1 2024.

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