GWS
G icon

Glassman Wealth Services’s Genpact G Stock Holding History

Glassman Wealth Services’s Portfolio G Stock Details G Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16
Closed -$555 – 815
2023
Q4 		$555 Sell
16
-37
-70% -$1.28K ﹤0.01% 1701
2023
Q3 		$1.92K Hold
53
– – ﹤0.01% 1342
2023
Q2 		$1.99K Sell
53
-81
-60% -$3.26K ﹤0.01% 1247
2023
Q1 		$6.19K Sell
134
-2
-1% -$93 ﹤0.01% 946
2022
Q4 		$6.3K Sell
136
-10
-7% -$455 ﹤0.01% 964
2022
Q3 		$6K Buy
146
+12
+9% +$552 ﹤0.01% 939
2022
Q2 		$6K Buy
+134
New +$5.68K ﹤0.01% 945
2020
Q2 		– Sell
-22
Closed -$1K – 1332
2020
Q1 		$1K Buy
22
+2
+10% +$78 ﹤0.01% 879
2019
Q4 		$1K Buy
20
+13
+186% +$520 ﹤0.01% 922
2019
Q3 		$0 Hold
7
– – ﹤0.01% 1154
2019
Q2 		$0 Hold
7
– – ﹤0.01% 1177
2019
Q1 		$0 Buy
+7
New +$221 ﹤0.01% 1094

Other funds holding G

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return