Glassman Wealth Services’s Gates Industrial Corp GTES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13	Closed	-$174	–	865
2023 Q4	$174	Buy	+13	New	+$154	﹤0.01%	1908
2023 Q3	–	Sell	-13	Closed	-$175	–	2022
2023 Q2	$175	Hold	13	–	–	﹤0.01%	1833
2023 Q1	$181	Buy	+13	New	+$173	﹤0.01%	1821
2022 Q3	–	Sell	-13	Closed	–	–	1788
2022 Q2	$0	Buy	+13	New	+$163	﹤0.01%	1799
2022 Q1	–	Sell	-13	Closed	–	–	1754
2021 Q4	$0	Buy	+13	New	+$213	﹤0.01%	1744
2020 Q2	–	Sell	-96	Closed	-$1K	–	1348
2020 Q1	$1K	Sell	96 -32	-25%	-$355	﹤0.01%	888
2019 Q4	$2K	Hold	128	–	–	﹤0.01%	757
2019 Q3	$1K	Buy	+128	New	+$1.26K	﹤0.01%	841
2018 Q4	–	Sell	-18	Closed	–	–	857
2018 Q3	$0	Buy	+18	New	+$315	﹤0.01%	869

Other funds holding GTES

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Glassman Wealth Services sold out of Gates Industrial Corp (GTES) in Q1 2024, closing a stake of 13 shares — an estimated $174 sold.

Glassman Wealth Services first reported a position in GTES in Q3 2018 and held it in 9 quarters. The position peaked at $2K in Q4 2019. 286 funds tracked by Wall St. Rank hold GTES as of Q1 2024.

Glassman Wealth Services reported no remaining Gates Industrial Corp position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 13 Gates Industrial Corp shares in Q1 2024, an estimated $174.
Glassman Wealth Services first reported a position in Gates Industrial Corp in Q3 2018 and held it in 9 quarters.
Glassman Wealth Services's Gates Industrial Corp position peaked at $2K in Q4 2019.
286 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q1 2024.

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