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Glassman Wealth Services’s Kura Oncology KURA Stock Holding History

Glassman Wealth Services’s Portfolio KURA Stock Details KURA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-183
Closed -$1.67K – 2035
2023
Q3 		$1.67K Buy
183
+153
+510% +$1.55K ﹤0.01% 1389
2023
Q2 		$317 Buy
+30
New +$355 ﹤0.01% 1727

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SCM
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EC
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DM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Glassman Wealth Services's KURA Position: Q4 2023 in Review

Glassman Wealth Services sold out of Kura Oncology (KURA) in Q4 2023, closing a stake of 183 shares — an estimated $1.67K sold.

Glassman Wealth Services first reported a position in KURA in Q2 2023 and held it in 2 quarters. The position peaked at $1.67K in Q3 2023. 140 funds tracked by Wall St. Rank hold KURA as of Q4 2023.

  • Glassman Wealth Services reported no remaining Kura Oncology position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 183 Kura Oncology shares in Q4 2023, an estimated $1.67K.
  • Glassman Wealth Services first reported a position in Kura Oncology in Q2 2023 and held it in 2 quarters.
  • Glassman Wealth Services's Kura Oncology position peaked at $1.67K in Q3 2023.
  • 140 funds tracked by Wall St. Rank held Kura Oncology as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.