GWS
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Glassman Wealth Services’s Graco GGG Stock Holding History

Glassman Wealth Services’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-43
Closed -$3.73K – 832
2023
Q4 		$3.73K Hold
43
– – ﹤0.01% 1161
2023
Q3 		$3.13K Hold
43
– – ﹤0.01% 1202
2023
Q2 		$3.71K Hold
43
– – ﹤0.01% 1071
2023
Q1 		$3.14K Buy
43
+3
+8% +$208 ﹤0.01% 1125
2022
Q4 		$2.69K Buy
40
+5
+14% +$333 ﹤0.01% 1187
2022
Q3 		$2K Buy
35
+3
+9% +$193 ﹤0.01% 1220
2022
Q2 		$2K Buy
32
+27
+540% +$1.7K ﹤0.01% 1237
2022
Q1 		$0 Sell
5
-3
-38% -$216 ﹤0.01% 1746
2021
Q4 		$1K Buy
8
+3
+60% +$228 ﹤0.01% 1380
2021
Q3 		$0 Hold
5
– – ﹤0.01% 1676
2021
Q2 		$0 Hold
5
– – ﹤0.01% 1531
2021
Q1 		$0 Hold
5
– – ﹤0.01% 1486
2020
Q4 		$0 Hold
5
– – ﹤0.01% 1410
2020
Q3 		$0 Hold
5
– – ﹤0.01% 1385
2020
Q2 		$0 Hold
5
– – ﹤0.01% 1338
2020
Q1 		$0 Buy
+5
New +$256 ﹤0.01% 1280
2019
Q4 		– Sell
-6
Closed – – 1282
2019
Q3 		$0 Buy
+6
New +$284 ﹤0.01% 1160

Other funds holding GGG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return