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Glassman Wealth Services’s Evolution Petroleum EPM Stock Holding History

Glassman Wealth Services’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-110
Closed -$639 – 716
2023
Q4 		$639 Buy
+110
New +$674 ﹤0.01% 1666
2020
Q4 		– Sell
-50
Closed – – 1394
2020
Q3 		$0 Buy
+50
New +$133 ﹤0.01% 1370
2019
Q4 		– Sell
-60
Closed – – 1253
2019
Q3 		$0 Buy
+60
New +$366 ﹤0.01% 1127

Other funds holding EPM

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return