GWS
GAM

Glassman Wealth Services’s General American Investors Company GAM Stock Holding History

Glassman Wealth Services’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,446
Closed -$91K – 1482
2020
Q4 		$91K Hold
2,446
– – 0.02% 242
2020
Q3 		$83K Buy
+2,446
New +$82.8K 0.02% 221
2019
Q1 		– Sell
-1,232
Closed -$35K – 1095
2018
Q4 		$35K Hold
1,232
– – 0.02% 232
2018
Q3 		$46K Hold
1,232
– – 0.02% 220
2018
Q2 		$42K Hold
1,232
– – 0.02% 203
2018
Q1 		$41K Hold
1,232
– – 0.03% 195
2017
Q4 		$42K Hold
1,232
– – 0.03% 176
2017
Q3 		$44K Hold
1,232
– – 0.03% 163
2017
Q2 		$42K Hold
1,232
– – 0.03% 169
2017
Q1 		$41K Hold
1,232
– – 0.03% 179
2016
Q4 		$38K Hold
1,232
– – 0.03% 196
2016
Q3 		$40K Hold
1,232
– – 0.03% 159
2016
Q2 		$38K Hold
1,232
– – 0.03% 158
2016
Q1 		$38K Hold
1,232
– – 0.03% 153
2015
Q4 		$39K Hold
1,232
– – 0.04% 157
2015
Q3 		$38K Hold
1,232
– – 0.03% 160
2015
Q2 		$43K Hold
1,232
– – 0.03% 163
2015
Q1 		$43K Buy
+1,232
New +$42.8K 0.03% 160

Other funds holding GAM

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Glassman Wealth Services's GAM Position: Q1 2021 in Review

Glassman Wealth Services sold out of General American Investors Company (GAM) in Q1 2021, closing a stake of 2,446 shares — an estimated $91K sold.

Glassman Wealth Services first reported a position in GAM in Q1 2015 and held it in 18 quarters. The position peaked at $91K in Q4 2020. 72 funds tracked by Wall St. Rank hold GAM as of Q1 2021.

  • Glassman Wealth Services reported no remaining General American Investors Company position as of Q1 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 2,446 General American Investors Company shares in Q1 2021, an estimated $91K.
  • Glassman Wealth Services first reported a position in General American Investors Company in Q1 2015 and held it in 18 quarters.
  • Glassman Wealth Services's General American Investors Company position peaked at $91K in Q4 2020.
  • 72 funds tracked by Wall St. Rank held General American Investors Company as of Q1 2021.

Based on Glassman Wealth Services's 13F filing for Q1 2021, filed 5 May 2021.