Glassman Wealth Services’s Flushing Financial FFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-103	Closed	-$1.7K	–	762
2023 Q4	$1.7K	Hold	103	–	–	﹤0.01%	1396
2023 Q3	$1.35K	Hold	103	–	–	﹤0.01%	1456
2023 Q2	$1.27K	Buy	103 +49	+91%	+$617	﹤0.01%	1379
2023 Q1	$804	Hold	54	–	–	﹤0.01%	1493
2022 Q4	$1.05K	Hold	54	–	–	﹤0.01%	1407
2022 Q3	$1K	Hold	54	–	–	﹤0.01%	1396
2022 Q2	$1K	Hold	54	–	–	﹤0.01%	1406
2022 Q1	$1K	Hold	54	–	–	﹤0.01%	1391
2021 Q4	$1K	Hold	54	–	–	﹤0.01%	1368
2021 Q3	$1K	Hold	54	–	–	﹤0.01%	1336
2021 Q2	$1K	Hold	54	–	–	﹤0.01%	1277
2021 Q1	$1K	Hold	54	–	–	﹤0.01%	1242
2020 Q4	$1K	Hold	54	–	–	﹤0.01%	1203
2020 Q3	$1K	Buy	+54	New	+$613	﹤0.01%	1146

Other funds holding FFIC

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

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Glassman Wealth Services sold out of Flushing Financial (FFIC) in Q1 2024, closing a stake of 103 shares — an estimated $1.7K sold.

Glassman Wealth Services first reported a position in FFIC in Q3 2020 and held it in 14 quarters. The position peaked at $1.7K in Q4 2023. 140 funds tracked by Wall St. Rank hold FFIC as of Q1 2024.

Glassman Wealth Services reported no remaining Flushing Financial position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 103 Flushing Financial shares in Q1 2024, an estimated $1.7K.
Glassman Wealth Services first reported a position in Flushing Financial in Q3 2020 and held it in 14 quarters.
Glassman Wealth Services's Flushing Financial position peaked at $1.7K in Q4 2023.
140 funds tracked by Wall St. Rank held Flushing Financial as of Q1 2024.

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