GWS
MBT

Glassman Wealth Services’s Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares MBT Stock Holding History

Glassman Wealth Services’s Portfolio MBT Stock Details MBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-965
Closed -$5K – 2086
2022
Q3 		$5K Hold
965
– – ﹤0.01% 1025
2022
Q2 		$5K Hold
965
– – ﹤0.01% 1046
2022
Q1 		$5K Buy
965
+436
+82% +$3.25K ﹤0.01% 1034
2021
Q4 		$4K Buy
529
+200
+61% +$1.74K ﹤0.01% 1064
2021
Q3 		$3K Buy
329
+53
+19% +$477 ﹤0.01% 1123
2021
Q2 		$3K Sell
276
-392
-59% -$3.48K ﹤0.01% 1099
2021
Q1 		$6K Sell
668
-52
-7% -$457 ﹤0.01% 842
2020
Q4 		$6K Buy
+720
New +$6.1K ﹤0.01% 850

Other funds holding MBT

ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Glassman Wealth Services's MBT Position: Q4 2022 in Review

Glassman Wealth Services sold out of Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares (MBT) in Q4 2022, closing a stake of 965 shares — an estimated $5K sold.

Glassman Wealth Services first reported a position in MBT in Q4 2020 and held it in 8 quarters. The position peaked at $6K in Q1 2021. 17 funds tracked by Wall St. Rank hold MBT as of Q4 2022.

  • Glassman Wealth Services reported no remaining Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 965 Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares shares in Q4 2022, an estimated $5K.
  • Glassman Wealth Services first reported a position in Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares in Q4 2020 and held it in 8 quarters.
  • Glassman Wealth Services's Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares position peaked at $6K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.