Glassman Wealth Services’s First United FUNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-20	Closed	–	–	1670
2021 Q2	$0	Sell	20 -2	-9%	-$36	﹤0.01%	1525
2021 Q1	$0	Buy	+22	New	+$385	﹤0.01%	1480

Other funds holding FUNC

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Glassman Wealth Services's FUNC Position: Q3 2021 in Review

Glassman Wealth Services sold out of First United (FUNC) in Q3 2021, closing a stake of 20 shares.

Glassman Wealth Services first reported a position in FUNC in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 36 funds tracked by Wall St. Rank hold FUNC as of Q3 2021.

Glassman Wealth Services reported no remaining First United position as of Q3 2021 after selling out during the quarter.
Glassman Wealth Services sold 20 First United shares in Q3 2021.
Glassman Wealth Services first reported a position in First United in Q1 2021 and held it in 2 quarters.
Glassman Wealth Services's First United position peaked at $0 in Q2 2021.
36 funds tracked by Wall St. Rank held First United as of Q3 2021.

Based on Glassman Wealth Services's 13F filing for Q3 2021, filed 10 Nov 2021.