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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

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
AI
Aperture Investors New York $1.11B AUM 81.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $97M AUM 28.76% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return

Glassman Wealth Services's LIND Position: Q1 2024 in Review

Glassman Wealth Services sold out of Lindblad Expeditions (LIND) in Q1 2024, closing a stake of 32 shares — an estimated $361 sold.

Glassman Wealth Services first reported a position in LIND in Q2 2020 and held it in 8 quarters. The position peaked at $1K in Q4 2021. 130 funds tracked by Wall St. Rank hold LIND as of Q1 2024.

  • Glassman Wealth Services reported no remaining Lindblad Expeditions position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 32 Lindblad Expeditions shares in Q1 2024, an estimated $361.
  • Glassman Wealth Services first reported a position in Lindblad Expeditions in Q2 2020 and held it in 8 quarters.
  • Glassman Wealth Services's Lindblad Expeditions position peaked at $1K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.