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Glassman Wealth Services’s Hagerty HGTY Stock Holding History

Glassman Wealth Services’s Portfolio HGTY Stock Details HGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-350
Closed -$4K – 1795
2022
Q2 		$4K Buy
+350
New +$3.54K ﹤0.01% 1074

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Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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Glassman Wealth Services's HGTY Position: Q3 2022 in Review

Glassman Wealth Services sold out of Hagerty (HGTY) in Q3 2022, closing a stake of 350 shares — an estimated $4K sold.

Glassman Wealth Services first reported a position in HGTY in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 58 funds tracked by Wall St. Rank hold HGTY as of Q3 2022.

  • Glassman Wealth Services reported no remaining Hagerty position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 350 Hagerty shares in Q3 2022, an estimated $4K.
  • Glassman Wealth Services first reported a position in Hagerty in Q2 2022 and held it in 1 quarter.
  • Glassman Wealth Services's Hagerty position peaked at $4K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held Hagerty as of Q3 2022.

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