GWS
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Glassman Wealth Services’s Moelis & Co MC Stock Holding History

Glassman Wealth Services’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$168 – 1132
2023
Q4 		$168 Sell
3
-3
-50% -$141 ﹤0.01% 1914
2023
Q3 		$271 Hold
6
– – ﹤0.01% 1839
2023
Q2 		$272 Hold
6
– – ﹤0.01% 1755
2023
Q1 		$231 Hold
6
– – ﹤0.01% 1764
2022
Q4 		$230 Hold
6
– – ﹤0.01% 1758
2022
Q3 		$0 Buy
6
+3
+100% +$126 ﹤0.01% 1862
2022
Q2 		$0 Sell
3
-22
-88% -$960 ﹤0.01% 1871
2022
Q1 		$1K Buy
25
+22
+733% +$1.14K ﹤0.01% 1445
2021
Q4 		$0 Hold
3
– – ﹤0.01% 1797
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1729
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1567
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1540
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1458
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1424
2020
Q2 		$0 Sell
3
-8
-73% -$251 ﹤0.01% 1411
2020
Q1 		$0 Buy
+11
New +$361 ﹤0.01% 1380
2019
Q2 		– Sell
-31
Closed -$1K – 1243
2019
Q1 		$1K Buy
31
+24
+343% +$1.03K ﹤0.01% 841
2018
Q4 		$0 Buy
+7
New +$297 ﹤0.01% 888

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LCOV
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WA
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Goldman Sachs
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TAM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return