Glassman Wealth Services’s Cloudflare NET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-173	Closed	-$14.4K	–	1227
2023 Q4	$14.4K	Buy	173 +65	+60%	+$4.55K	﹤0.01%	778
2023 Q3	$6.81K	Buy	108 +20	+23%	+$1.28K	﹤0.01%	968
2023 Q2	$5.75K	Sell	88 -3	-3%	-$179	﹤0.01%	960
2023 Q1	$5.61K	Sell	91 -39	-30%	-$2.13K	﹤0.01%	969
2022 Q4	$5.88K	Sell	130 -9	-6%	-$445	﹤0.01%	980
2022 Q3	$8K	Buy	139 +14	+11%	+$831	﹤0.01%	871
2022 Q2	$5K	Sell	125 -27	-18%	-$1.94K	﹤0.01%	1009
2022 Q1	$18K	Buy	152 +68	+81%	+$7.09K	﹤0.01%	678
2021 Q4	$11K	Buy	84 +9	+12%	+$1.51K	﹤0.01%	766
2021 Q3	$8K	Buy	75 +12	+19%	+$1.43K	﹤0.01%	828
2021 Q2	$7K	Buy	63 +59	+1,475%	+$4.88K	﹤0.01%	840
2021 Q1	$0	Buy	+4	New	+$308	﹤0.01%	1558
2020 Q4	–	Sell	-604	Closed	-$25K	–	1466
2020 Q3	$25K	Buy	+604	New	+$23.1K	0.01%	409

Other funds holding NET

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return