GWS
MCHB

Glassman Wealth Services’s Mechanics Bancorp MCHB Stock Holding History

Glassman Wealth Services’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-158
Closed -$2.84K – 1960
2023
Q1 		$2.84K Buy
158
+151
+2,157% +$3.79K ﹤0.01% 1153
2022
Q4 		$193 Buy
+7
New +$192 ﹤0.01% 1805

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Glassman Wealth Services's MCHB Position: Q2 2023 in Review

Glassman Wealth Services sold out of Mechanics Bancorp (MCHB) in Q2 2023, closing a stake of 158 shares — an estimated $2.84K sold.

Glassman Wealth Services first reported a position in MCHB in Q4 2022 and held it in 2 quarters. The position peaked at $2.84K in Q1 2023. 112 funds tracked by Wall St. Rank hold MCHB as of Q2 2023.

  • Glassman Wealth Services reported no remaining Mechanics Bancorp position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 158 Mechanics Bancorp shares in Q2 2023, an estimated $2.84K.
  • Glassman Wealth Services first reported a position in Mechanics Bancorp in Q4 2022 and held it in 2 quarters.
  • Glassman Wealth Services's Mechanics Bancorp position peaked at $2.84K in Q1 2023.
  • 112 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.