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Glassman Wealth Services’s Laird Superfood LSF Stock Holding History

Glassman Wealth Services’s Portfolio LSF Stock Details LSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-33
Closed -$1K – 1789
2021
Q3 		$1K Buy
+33
New +$758 ﹤0.01% 1388

Other funds holding LSF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Glassman Wealth Services's LSF Position: Q4 2021 in Review

Glassman Wealth Services sold out of Laird Superfood (LSF) in Q4 2021, closing a stake of 33 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in LSF in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 53 funds tracked by Wall St. Rank hold LSF as of Q4 2021.

  • Glassman Wealth Services reported no remaining Laird Superfood position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 33 Laird Superfood shares in Q4 2021, an estimated $1K.
  • Glassman Wealth Services first reported a position in Laird Superfood in Q3 2021 and held it in 1 quarter.
  • Glassman Wealth Services's Laird Superfood position peaked at $1K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Laird Superfood as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.