GWS
HBIO icon

Glassman Wealth Services’s Harvard Bioscience HBIO Stock Holding History

Glassman Wealth Services’s Portfolio HBIO Stock Details HBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-19
Closed -$1K – 1793
2022
Q2 		$1K Buy
19
+7
+58% +$316 ﹤0.01% 1426
2022
Q1 		$1K Buy
+12
New +$710 ﹤0.01% 1407

Other funds holding HBIO

HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Glassman Wealth Services's HBIO Position: Q3 2022 in Review

Glassman Wealth Services sold out of Harvard Bioscience (HBIO) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in HBIO in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 79 funds tracked by Wall St. Rank hold HBIO as of Q3 2022.

  • Glassman Wealth Services reported no remaining Harvard Bioscience position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 19 Harvard Bioscience shares in Q3 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in Harvard Bioscience in Q1 2022 and held it in 2 quarters.
  • Glassman Wealth Services's Harvard Bioscience position peaked at $1K in Q2 2022.
  • 79 funds tracked by Wall St. Rank held Harvard Bioscience as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.