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Glassman Wealth Services’s Metropolitan Bank Holding Corp MCB Stock Holding History

Glassman Wealth Services’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-119
Closed -$6.59K – 1129
2023
Q4 		$6.59K Buy
119
+98
+467% +$3.87K ﹤0.01% 1000
2023
Q3 		$762 Sell
21
-1
-5% -$41 ﹤0.01% 1631
2023
Q2 		$764 Buy
22
+19
+633% +$572 ﹤0.01% 1522
2023
Q1 		$102 Buy
+3
New +$156 ﹤0.01% 1874

Other funds holding MCB

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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Glassman Wealth Services sold out of Metropolitan Bank Holding Corp (MCB) in Q1 2024, closing a stake of 119 shares — an estimated $6.59K sold.

Glassman Wealth Services first reported a position in MCB in Q1 2023 and held it in 4 quarters. The position peaked at $6.59K in Q4 2023. 116 funds tracked by Wall St. Rank hold MCB as of Q1 2024.

  • Glassman Wealth Services reported no remaining Metropolitan Bank Holding Corp position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 119 Metropolitan Bank Holding Corp shares in Q1 2024, an estimated $6.59K.
  • Glassman Wealth Services first reported a position in Metropolitan Bank Holding Corp in Q1 2023 and held it in 4 quarters.
  • Glassman Wealth Services's Metropolitan Bank Holding Corp position peaked at $6.59K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q1 2024.

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