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Glassman Wealth Services’s First Mid Bancshares FMBH Stock Holding History

Glassman Wealth Services’s Portfolio FMBH Stock Details FMBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-72
Closed -$1.96K – 1948
2023
Q1 		$1.96K Buy
+72
New +$2.19K ﹤0.01% 1251

Other funds holding FMBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Glassman Wealth Services's FMBH Position: Q2 2023 in Review

Glassman Wealth Services sold out of First Mid Bancshares (FMBH) in Q2 2023, closing a stake of 72 shares — an estimated $1.96K sold.

Glassman Wealth Services first reported a position in FMBH in Q1 2023 and held it in 1 quarter. The position peaked at $1.96K in Q1 2023. 100 funds tracked by Wall St. Rank hold FMBH as of Q2 2023.

  • Glassman Wealth Services reported no remaining First Mid Bancshares position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 72 First Mid Bancshares shares in Q2 2023, an estimated $1.96K.
  • Glassman Wealth Services first reported a position in First Mid Bancshares in Q1 2023 and held it in 1 quarter.
  • Glassman Wealth Services's First Mid Bancshares position peaked at $1.96K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.