Glassman Wealth Services’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-78	Closed	-$35.2K	–	996
2023 Q4	$35.2K	Buy	78 +2	+3%	+$799	0.01%	545
2023 Q3	$26.1K	Hold	76	–	–	﹤0.01%	591
2023 Q2	$26.6K	Sell	76 -11	-13%	-$3.58K	﹤0.01%	555
2023 Q1	$28.3K	Buy	87 +14	+19%	+$4.63K	﹤0.01%	542
2022 Q4	$24.5K	Buy	73 +4	+6%	+$1.29K	﹤0.01%	612
2022 Q3	$19K	Buy	69 +1	+1%	+$280	﹤0.01%	629
2022 Q2	$16K	Buy	68 +11	+19%	+$2.93K	﹤0.01%	689
2022 Q1	$17K	Buy	57 +7	+14%	+$2.03K	﹤0.01%	695
2021 Q4	$17K	Buy	50 +7	+16%	+$2.25K	﹤0.01%	651
2021 Q3	$13K	Buy	43 +12	+39%	+$3.48K	﹤0.01%	700
2021 Q2	$8K	Buy	31 +8	+35%	+$1.75K	﹤0.01%	803
2021 Q1	$4K	Buy	23 +5	+28%	+$869	﹤0.01%	934
2020 Q4	$3K	Hold	18	–	–	﹤0.01%	981
2020 Q3	$2K	Hold	18	–	–	﹤0.01%	1007
2020 Q2	$2K	Buy	18 +1	+6%	+$116	﹤0.01%	864
2020 Q1	$2K	Buy	+17	New	+$2.33K	﹤0.01%	717
2019 Q1	–	Sell	-16	Closed	-$2K	–	1116
2018 Q4	$2K	Buy	+16	New	+$2.31K	﹤0.01%	551

Other funds holding IT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return