GWS
EQC

Glassman Wealth Services’s Equity Commonwealth EQC Stock Holding History

Glassman Wealth Services’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-97
Closed -$1.86K – 1913
2023
Q4 		$1.86K Buy
+97
New +$1.83K ﹤0.01% 1368
2023
Q3 		– Sell
-101
Closed -$2.05K – 2074
2023
Q2 		$2.05K Buy
+101
New +$2.09K ﹤0.01% 1236
2022
Q4 		– Sell
-16
Closed – – 2053
2022
Q3 		$0 Hold
16
– – ﹤0.01% 2041
2022
Q2 		$0 Hold
16
– – ﹤0.01% 2060
2022
Q1 		$0 Hold
16
– – ﹤0.01% 2002
2021
Q4 		$0 Hold
16
– – ﹤0.01% 1972
2021
Q3 		$0 Sell
16
-26
-62% -$684 ﹤0.01% 1855
2021
Q2 		$1K Buy
42
+16
+62% +$445 ﹤0.01% 1407
2021
Q1 		$1K Hold
26
– – ﹤0.01% 1352
2020
Q4 		$1K Buy
26
+14
+117% +$373 ﹤0.01% 1305
2020
Q3 		$0 Buy
+12
New +$371 ﹤0.01% 1525
2019
Q4 		– Sell
-3
Closed – – 1535
2019
Q3 		$0 Buy
+3
New +$101 ﹤0.01% 1419

Other funds holding EQC

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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Glassman Wealth Services sold out of Equity Commonwealth (EQC) in Q1 2024, closing a stake of 97 shares — an estimated $1.86K sold.

Glassman Wealth Services first reported a position in EQC in Q3 2019 and held it in 12 quarters. The position peaked at $2.05K in Q2 2023. 264 funds tracked by Wall St. Rank hold EQC as of Q1 2024.

  • Glassman Wealth Services reported no remaining Equity Commonwealth position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 97 Equity Commonwealth shares in Q1 2024, an estimated $1.86K.
  • Glassman Wealth Services first reported a position in Equity Commonwealth in Q3 2019 and held it in 12 quarters.
  • Glassman Wealth Services's Equity Commonwealth position peaked at $2.05K in Q2 2023.
  • 264 funds tracked by Wall St. Rank held Equity Commonwealth as of Q1 2024.

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