GWS
MORF

Glassman Wealth Services’s Morphic Holding, Inc. Common Stock MORF Stock Holding History

Glassman Wealth Services’s Portfolio MORF Stock Details MORF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8
Closed -$183 – 2098
2023
Q3 		$183 Hold
8
– – ﹤0.01% 1903
2023
Q2 		$459 Hold
8
– – ﹤0.01% 1655
2023
Q1 		$301 Hold
8
– – ﹤0.01% 1709
2022
Q4 		$214 Hold
8
– – ﹤0.01% 1779
2022
Q3 		$0 Hold
8
– – ﹤0.01% 2056
2022
Q2 		$0 Buy
+8
New +$223 ﹤0.01% 2077

Other funds holding MORF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glassman Wealth Services's MORF Position: Q4 2023 in Review

Glassman Wealth Services sold out of Morphic Holding, Inc. Common Stock (MORF) in Q4 2023, closing a stake of 8 shares — an estimated $183 sold.

Glassman Wealth Services first reported a position in MORF in Q2 2022 and held it in 6 quarters. The position peaked at $459 in Q2 2023. 135 funds tracked by Wall St. Rank hold MORF as of Q4 2023.

  • Glassman Wealth Services reported no remaining Morphic Holding, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 8 Morphic Holding, Inc. Common Stock shares in Q4 2023, an estimated $183.
  • Glassman Wealth Services first reported a position in Morphic Holding, Inc. Common Stock in Q2 2022 and held it in 6 quarters.
  • Glassman Wealth Services's Morphic Holding, Inc. Common Stock position peaked at $459 in Q2 2023.
  • 135 funds tracked by Wall St. Rank held Morphic Holding, Inc. Common Stock as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.