Glassman Wealth Services’s Lindblad Expeditions LIND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-32	Closed	-$361	–	1081
2023 Q4	$361	Hold	32	–	–	﹤0.01%	1781
2023 Q3	$230	Hold	32	–	–	﹤0.01%	1865
2023 Q2	$348	Hold	32	–	–	﹤0.01%	1707
2023 Q1	$306	Buy	+32	New	+$322	﹤0.01%	1707
2022 Q2	–	Sell	-8	Closed	–	–	1858
2022 Q1	$0	Sell	8 -32	-80%	-$515	﹤0.01%	1811
2021 Q4	$1K	Buy	40 +32	+400%	+$505	﹤0.01%	1417
2021 Q3	$0	Buy	+8	New	+$112	﹤0.01%	1720
2020 Q3	–	Sell	-100	Closed	-$1K	–	1413
2020 Q2	$1K	Buy	+100	New	+$690	﹤0.01%	1058

Other funds holding LIND

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Anchor Capital Management Company Raleigh, North Carolina $92.7M AUM 19.36% 1-Year Est. Return

Pier Capital Stamford, Connecticut $606M AUM 63.41% 1-Year Est. Return