Glassman Wealth Services’s Editas Medicine EDIT Stock Holding History

Glassman Wealth Services’s Portfolio EDIT Stock Details EDIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22	Closed	-$172	–	2005
2023 Q3	$172	Sell	22 -7	-24%	-$60	﹤0.01%	1913
2023 Q2	$239	Buy	+29	New	+$253	﹤0.01%	1776
2022 Q1	–	Sell	-43	Closed	-$1K	–	1716
2021 Q4	$1K	Sell	43 -367	-90%	-$12.6K	﹤0.01%	1358
2021 Q3	$17K	Buy	410 +31	+8%	+$1.7K	﹤0.01%	625
2021 Q2	$21K	Sell	379 -129	-25%	-$4.76K	﹤0.01%	560
2021 Q1	$21K	Hold	508	–	–	﹤0.01%	513
2020 Q4	$36K	Buy	508 +172	+51%	+$7.07K	0.01%	391
2020 Q3	$9K	Hold	336	–	–	﹤0.01%	640
2020 Q2	$10K	Hold	336	–	–	﹤0.01%	489
2020 Q1	$7K	Hold	336	–	–	﹤0.01%	472
2019 Q4	$10K	Hold	336	–	–	﹤0.01%	479
2019 Q3	$8K	Hold	336	–	–	﹤0.01%	472
2019 Q2	$8K	Hold	336	–	–	﹤0.01%	484
2019 Q1	$8K	Hold	336	–	–	﹤0.01%	472
2018 Q4	$8K	Hold	336	–	–	﹤0.01%	383
2018 Q3	$11K	Hold	336	–	–	0.01%	379
2018 Q2	$12K	Hold	336	–	–	0.01%	348
2018 Q1	$11K	Hold	336	–	–	0.01%	344
2017 Q4	$10K	Buy	+336	New	+$8.46K	0.01%	326

Other funds holding EDIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Glassman Wealth Services's EDIT Position: Q4 2023 in Review

Glassman Wealth Services sold out of Editas Medicine (EDIT) in Q4 2023, closing a stake of 22 shares — an estimated $172 sold.

Glassman Wealth Services first reported a position in EDIT in Q4 2017 and held it in 19 quarters. The position peaked at $36K in Q4 2020. 225 funds tracked by Wall St. Rank hold EDIT as of Q4 2023.

Glassman Wealth Services reported no remaining Editas Medicine position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 22 Editas Medicine shares in Q4 2023, an estimated $172.
Glassman Wealth Services first reported a position in Editas Medicine in Q4 2017 and held it in 19 quarters.
Glassman Wealth Services's Editas Medicine position peaked at $36K in Q4 2020.
225 funds tracked by Wall St. Rank held Editas Medicine as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.