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Glassman Wealth Services’s FTC Solar FTCI Stock Holding History

Glassman Wealth Services’s Portfolio FTCI Stock Details FTCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-35
Closed -$1.12K – 2018
2023
Q2 		$1.12K Hold
35
– – ﹤0.01% 1410
2023
Q1 		$783 Hold
35
– – ﹤0.01% 1507
2022
Q4 		$933 Buy
+35
New +$829 ﹤0.01% 1441

Other funds holding FTCI

HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 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

Glassman Wealth Services's FTCI Position: Q3 2023 in Review

Glassman Wealth Services sold out of FTC Solar (FTCI) in Q3 2023, closing a stake of 35 shares — an estimated $1.12K sold.

Glassman Wealth Services first reported a position in FTCI in Q4 2022 and held it in 3 quarters. The position peaked at $1.12K in Q2 2023. 98 funds tracked by Wall St. Rank hold FTCI as of Q3 2023.

  • Glassman Wealth Services reported no remaining FTC Solar position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 35 FTC Solar shares in Q3 2023, an estimated $1.12K.
  • Glassman Wealth Services first reported a position in FTC Solar in Q4 2022 and held it in 3 quarters.
  • Glassman Wealth Services's FTC Solar position peaked at $1.12K in Q2 2023.
  • 98 funds tracked by Wall St. Rank held FTC Solar as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.