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GWS
NEUE
Glassman Wealth Services’s
NeueHealth
NEUE
Stock Holding History
Glassman Wealth Services’s Portfolio
NEUE Stock Details
NEUE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-15
Closed
-$90
–
2084
2023
Q3
$90
Hold
15
–
–
﹤0.01%
1974
2023
Q2
$183
Sell
15
-1
-6%
-$13
﹤0.01%
1825
2023
Q1
$275
Hold
16
–
–
﹤0.01%
1732
2022
Q4
$812
Hold
16
–
–
﹤0.01%
1488
2022
Q3
$1K
Buy
16
+13
+433%
+$1.73K
﹤0.01%
1576
2022
Q2
$0
Buy
+3
New
+$437
﹤0.01%
2052
2022
Q1
–
Sell
-3
Closed
-$1K
–
1996
2021
Q4
$1K
Hold
3
–
–
﹤0.01%
1549
2021
Q3
$2K
Hold
3
–
–
﹤0.01%
1240
2021
Q2
$4K
Buy
+3
New
+$4.11K
﹤0.01%
1014
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223.33%
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DMC
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SG
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RM
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1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
G
Greycroft
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$146M AUM
1.94%
1-Year Est. Return
PGH
Partners Group Holding
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$1.35B AUM
27.53%
1-Year Est. Return
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$63.9B AUM
45.56%
1-Year Est. Return
HP
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$101M AUM
38.13%
1-Year Est. Return
Blackstone Inc
New York
$24.2B AUM
26.83%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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