Glassman Wealth Services’s First Financial Bankshares FFIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-45	Closed	-$1.36K	–	763
2023 Q4	$1.36K	Buy	45 +37	+463%	+$981	﹤0.01%	1450
2023 Q3	$201	Hold	8	–	–	﹤0.01%	1888
2023 Q2	$228	Sell	8 -76	-90%	-$2.16K	﹤0.01%	1787
2023 Q1	$2.68K	Buy	84 +68	+425%	+$2.37K	﹤0.01%	1163
2022 Q4	$550	Hold	16	–	–	﹤0.01%	1603
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	1397
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	1407
2022 Q1	$1K	Sell	16 -4	-20%	-$191	﹤0.01%	1392
2021 Q4	$1K	Buy	20 +4	+25%	+$203	﹤0.01%	1369
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	1337
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	1278
2021 Q1	$1K	Buy	16 +7	+78%	+$305	﹤0.01%	1243
2020 Q4	$0	Hold	9	–	–	﹤0.01%	1401
2020 Q3	$0	Hold	9	–	–	﹤0.01%	1375
2020 Q2	$0	Sell	9 -7	-44%	-$197	﹤0.01%	1318
2020 Q1	$0	Buy	+16	New	+$501	﹤0.01%	1256

Other funds holding FFIN

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

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

Glassman Wealth Services sold out of First Financial Bankshares (FFIN) in Q1 2024, closing a stake of 45 shares — an estimated $1.36K sold.

Glassman Wealth Services first reported a position in FFIN in Q1 2020 and held it in 16 quarters. The position peaked at $2.68K in Q1 2023. 276 funds tracked by Wall St. Rank hold FFIN as of Q1 2024.

Glassman Wealth Services reported no remaining First Financial Bankshares position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 45 First Financial Bankshares shares in Q1 2024, an estimated $1.36K.
Glassman Wealth Services first reported a position in First Financial Bankshares in Q1 2020 and held it in 16 quarters.
Glassman Wealth Services's First Financial Bankshares position peaked at $2.68K in Q1 2023.
276 funds tracked by Wall St. Rank held First Financial Bankshares as of Q1 2024.

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