GWS
MVBF icon

Glassman Wealth Services’s MVB Financial MVBF Stock Holding History

Glassman Wealth Services’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12
Closed – – 2002
2022
Q3 		$0 Hold
12
– – ﹤0.01% 1876
2022
Q2 		$0 Buy
+12
New +$453 ﹤0.01% 1885

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Glassman Wealth Services's MVBF Position: Q4 2022 in Review

Glassman Wealth Services sold out of MVB Financial (MVBF) in Q4 2022, closing a stake of 12 shares.

Glassman Wealth Services first reported a position in MVBF in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 71 funds tracked by Wall St. Rank hold MVBF as of Q4 2022.

  • Glassman Wealth Services reported no remaining MVB Financial position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 12 MVB Financial shares in Q4 2022.
  • Glassman Wealth Services first reported a position in MVB Financial in Q2 2022 and held it in 2 quarters.
  • Glassman Wealth Services's MVB Financial position peaked at $0 in Q3 2022.
  • 71 funds tracked by Wall St. Rank held MVB Financial as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.