Glassman Wealth Services’s Luther Burbank Corporation Common Stock LBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-120	Closed	-$1.14K	–	2037
2023 Q1	$1.14K	Hold	120	–	–	﹤0.01%	1390
2022 Q4	$1.33K	Sell	120 -4	-3%	-$47	﹤0.01%	1352
2022 Q3	$1K	Sell	124 -63	-34%	-$811	﹤0.01%	1594
2022 Q2	$2K	Hold	187	–	–	﹤0.01%	1315
2022 Q1	$2K	Hold	187	–	–	﹤0.01%	1295
2021 Q4	$3K	Hold	187	–	–	﹤0.01%	1149
2021 Q3	$3K	Hold	187	–	–	﹤0.01%	1116
2021 Q2	$2K	Hold	187	–	–	﹤0.01%	1199
2021 Q1	$2K	Buy	+187	New	+$2K	﹤0.01%	1160

Other funds holding LBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Glassman Wealth Services's LBC Position: Q2 2023 in Review

Glassman Wealth Services sold out of Luther Burbank Corporation Common Stock (LBC) in Q2 2023, closing a stake of 120 shares — an estimated $1.14K sold.

Glassman Wealth Services first reported a position in LBC in Q1 2021 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 70 funds tracked by Wall St. Rank hold LBC as of Q2 2023.

Glassman Wealth Services reported no remaining Luther Burbank Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 120 Luther Burbank Corporation Common Stock shares in Q2 2023, an estimated $1.14K.
Glassman Wealth Services first reported a position in Luther Burbank Corporation Common Stock in Q1 2021 and held it in 9 quarters.
Glassman Wealth Services's Luther Burbank Corporation Common Stock position peaked at $3K in Q4 2021.
70 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.