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Glassman Wealth Services’s Medpace MEDP Stock Holding History

Glassman Wealth Services’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21
Closed -$6.44K – 1139
2023
Q4 		$6.44K Buy
21
+19
+950% +$5.13K ﹤0.01% 1004
2023
Q3 		$484 Hold
2
– – ﹤0.01% 1740
2023
Q2 		$480 Hold
2
– – ﹤0.01% 1646
2023
Q1 		$376 Hold
2
– – ﹤0.01% 1668
2022
Q4 		$425 Hold
2
– – ﹤0.01% 1659
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1864
2022
Q2 		$0 Sell
2
-7
-78% -$1.01K ﹤0.01% 1872
2022
Q1 		$1K Buy
+9
New +$1.48K ﹤0.01% 1447
2021
Q1 		– Sell
-114
Closed -$16K – 1545
2020
Q4 		$16K Hold
114
– – ﹤0.01% 593
2020
Q3 		$13K Buy
+114
New +$13.2K ﹤0.01% 548
2019
Q4 		– Sell
-3
Closed – – 1356
2019
Q3 		$0 Buy
+3
New +$227 ﹤0.01% 1240

Other funds holding MEDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Glassman Wealth Services sold out of Medpace (MEDP) in Q1 2024, closing a stake of 21 shares — an estimated $6.44K sold.

Glassman Wealth Services first reported a position in MEDP in Q3 2019 and held it in 11 quarters. The position peaked at $16K in Q4 2020. 597 funds tracked by Wall St. Rank hold MEDP as of Q1 2024.

  • Glassman Wealth Services reported no remaining Medpace position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 21 Medpace shares in Q1 2024, an estimated $6.44K.
  • Glassman Wealth Services first reported a position in Medpace in Q3 2019 and held it in 11 quarters.
  • Glassman Wealth Services's Medpace position peaked at $16K in Q4 2020.
  • 597 funds tracked by Wall St. Rank held Medpace as of Q1 2024.

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