Glassman Wealth Services’s Gold Fields GFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-326	Closed	-$4.71K	–	826
2023 Q4	$4.71K	Hold	326	–	–	﹤0.01%	1099
2023 Q3	$3.54K	Hold	326	–	–	﹤0.01%	1167
2023 Q2	$4.51K	Hold	326	–	–	﹤0.01%	1026
2023 Q1	$4.34K	Hold	326	–	–	﹤0.01%	1040
2022 Q4	$3.37K	Buy	326 +117	+56%	+$1.13K	﹤0.01%	1131
2022 Q3	$2K	Sell	209 -449	-68%	-$3.87K	﹤0.01%	1218
2022 Q2	$6K	Sell	658 -140	-18%	-$1.67K	﹤0.01%	946
2022 Q1	$12K	Buy	798 +18	+2%	+$231	﹤0.01%	775
2021 Q4	$9K	Buy	780 +208	+36%	+$2.08K	﹤0.01%	826
2021 Q3	$5K	Sell	572 -172	-23%	-$1.54K	﹤0.01%	957
2021 Q2	$7K	Hold	744	–	–	﹤0.01%	833
2021 Q1	$7K	Buy	744 +535	+256%	+$4.98K	﹤0.01%	795
2020 Q4	$2K	Sell	209 -19	-8%	-$201	﹤0.01%	1067
2020 Q3	$3K	Buy	228 +19	+9%	+$234	﹤0.01%	897
2020 Q2	$2K	Buy	+209	New	+$1.58K	﹤0.01%	854

Other funds holding GFI

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

RAM

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

Glassman Wealth Services's GFI Position: Q1 2024 in Review

Glassman Wealth Services sold out of Gold Fields (GFI) in Q1 2024, closing a stake of 326 shares — an estimated $4.71K sold.

Glassman Wealth Services first reported a position in GFI in Q2 2020 and held it in 15 quarters. The position peaked at $12K in Q1 2022. 231 funds tracked by Wall St. Rank hold GFI as of Q1 2024.

Glassman Wealth Services reported no remaining Gold Fields position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 326 Gold Fields shares in Q1 2024, an estimated $4.71K.
Glassman Wealth Services first reported a position in Gold Fields in Q2 2020 and held it in 15 quarters.
Glassman Wealth Services's Gold Fields position peaked at $12K in Q1 2022.
231 funds tracked by Wall St. Rank held Gold Fields as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.