Glassman Wealth Services’s Morningstar MORN Stock Holding History

Glassman Wealth Services’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2	Closed	-$572	–	1179
2023 Q4	$572	Hold	2	–	–	﹤0.01%	1693
2023 Q3	$468	Hold	2	–	–	﹤0.01%	1750
2023 Q2	$392	Sell	2 -4	-67%	-$792	﹤0.01%	1686
2023 Q1	$1.22K	Buy	6 +2	+50%	+$440	﹤0.01%	1371
2022 Q4	$866	Sell	4 -3	-43%	-$684	﹤0.01%	1461
2022 Q3	$1K	Sell	7 -5	-42%	-$1.19K	﹤0.01%	1459
2022 Q2	$3K	Sell	12 -1	-8%	-$252	﹤0.01%	1153
2022 Q1	$4K	Buy	13 +9	+225%	+$2.54K	﹤0.01%	1063
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	1429
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	1399
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	1331
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	1286
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	1245
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	1196
2020 Q2	$1K	Buy	+4	New	+$565	﹤0.01%	1067

Other funds holding MORN

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return