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Glassman Wealth Services’s Limoneira LMNR Stock Holding History

Glassman Wealth Services’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-44
Closed -$1K – 1813
2021
Q4 		$1K Buy
+44
New +$691 ﹤0.01% 1418

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Glassman Wealth Services's LMNR Position: Q1 2022 in Review

Glassman Wealth Services sold out of Limoneira (LMNR) in Q1 2022, closing a stake of 44 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in LMNR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 77 funds tracked by Wall St. Rank hold LMNR as of Q1 2022.

  • Glassman Wealth Services reported no remaining Limoneira position as of Q1 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 44 Limoneira shares in Q1 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in Limoneira in Q4 2021 and held it in 1 quarter.
  • Glassman Wealth Services's Limoneira position peaked at $1K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Limoneira as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.