Glassman Wealth Services
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Glassman Wealth Services’s Gerdau GGB Stock Holding History

Glassman Wealth Services’s Portfolio GGB Stock Details GGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-822
Closed -$3.32K – 827
2023
Q4 		$3.32K Sell
822
-173
-17% -$662 ﹤0.01% 1191
2023
Q3 		$3.95K Hold
995
– – ﹤0.01% 1142
2023
Q2 		$4.33K Hold
995
– – ﹤0.01% 1039
2023
Q1 		$4.09K Sell
995
-257
-21% -$1.15K ﹤0.01% 1063
2022
Q4 		$5.51K Buy
1,252
+429
+52% +$1.84K ﹤0.01% 995
2022
Q3 		$3K Buy
823
+251
+44% +$912 ﹤0.01% 1129
2022
Q2 		$2K Hold
572
– – ﹤0.01% 1236
2022
Q1 		$3K Hold
572
– – ﹤0.01% 1128
2021
Q4 		$2K Sell
572
-218
-28% -$828 ﹤0.01% 1199
2021
Q3 		$3K Buy
790
+218
+38% +$949 ﹤0.01% 1074
2021
Q2 		$3K Hold
572
– – ﹤0.01% 1055
2021
Q1 		$2K Hold
572
– – ﹤0.01% 1096
2020
Q4 		$2K Buy
+572
New +$1.91K ﹤0.01% 1068

Other funds holding GGB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

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

Glassman Wealth Services sold out of Gerdau (GGB) in Q1 2024, closing a stake of 822 shares — an estimated $3.32K sold.

Glassman Wealth Services first reported a position in GGB in Q4 2020 and held it in 13 quarters. The position peaked at $5.51K in Q4 2022. 180 funds tracked by Wall St. Rank hold GGB as of Q1 2024.

  • Glassman Wealth Services reported no remaining Gerdau position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 822 Gerdau shares in Q1 2024, an estimated $3.32K.
  • Glassman Wealth Services first reported a position in Gerdau in Q4 2020 and held it in 13 quarters.
  • Glassman Wealth Services's Gerdau position peaked at $5.51K in Q4 2022.
  • 180 funds tracked by Wall St. Rank held Gerdau as of Q1 2024.

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