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Glassman Wealth Services’s Gates Industrial 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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return