GWS
HRI icon

Glassman Wealth Services’s Herc Holdings HRI Stock Holding History

Glassman Wealth Services’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9
Closed -$1.34K – 918
2023
Q4 		$1.34K Buy
9
+8
+800% +$979 ﹤0.01% 1458
2023
Q3 		$119 Hold
1
– – ﹤0.01% 1957
2023
Q2 		$137 Hold
1
– – ﹤0.01% 1867
2023
Q1 		$114 Hold
1
– – ﹤0.01% 1868
2022
Q4 		$132 Hold
1
– – ﹤0.01% 1860
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1804
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1812
2022
Q1 		$0 Sell
1
-3
-75% -$474 ﹤0.01% 1767
2021
Q4 		$1K Buy
4
+3
+300% +$529 ﹤0.01% 1396
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1688
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1543
2021
Q1 		$0 Buy
+1
New +$81 ﹤0.01% 1503
2020
Q1 		– Sell
-8
Closed – – 1314
2019
Q4 		$0 Hold
8
– – ﹤0.01% 1306
2019
Q3 		$0 Hold
8
– – ﹤0.01% 1184
2019
Q2 		$0 Hold
8
– – ﹤0.01% 1199
2019
Q1 		$0 Hold
8
– – ﹤0.01% 1106
2018
Q4 		$0 Buy
+8
New +$279 ﹤0.01% 861

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Invesco
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GI
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AllianceBernstein
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TP
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Wellington Management Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return