Glassman Wealth Services’s NetEase NTES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-199	Closed	-$18.5K	–	1255
2023 Q4	$18.5K	Hold	199	–	–	﹤0.01%	706
2023 Q3	$19.9K	Hold	199	–	–	﹤0.01%	658
2023 Q2	$19.2K	Buy	199 +51	+34%	+$4.61K	﹤0.01%	629
2023 Q1	$13.1K	Buy	148 +78	+111%	+$6.72K	﹤0.01%	741
2022 Q4	$5.08K	Sell	70 -64	-48%	-$4.36K	﹤0.01%	1014
2022 Q3	$10K	Buy	134 +11	+9%	+$968	﹤0.01%	797
2022 Q2	$11K	Buy	123 +39	+46%	+$3.71K	﹤0.01%	784
2022 Q1	$8K	Sell	84 -9	-10%	-$857	﹤0.01%	902
2021 Q4	$9K	Buy	93 +21	+29%	+$2.13K	﹤0.01%	835
2021 Q3	$6K	Sell	72 -20	-22%	-$1.89K	﹤0.01%	918
2021 Q2	$11K	Hold	92	–	–	﹤0.01%	735
2021 Q1	$9K	Buy	92 +27	+42%	+$3.06K	﹤0.01%	742
2020 Q4	$6K	Hold	65	–	–	﹤0.01%	834
2020 Q3	$6K	Buy	65 +30	+86%	+$2.82K	﹤0.01%	747
2020 Q2	$3K	Buy	+35	New	+$2.63K	﹤0.01%	779

Other funds holding NTES

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Glassman Wealth Services's NTES Position: Q1 2024 in Review

Glassman Wealth Services sold out of NetEase (NTES) in Q1 2024, closing a stake of 199 shares — an estimated $18.5K sold.

Glassman Wealth Services first reported a position in NTES in Q2 2020 and held it in 15 quarters. The position peaked at $19.9K in Q3 2023. 404 funds tracked by Wall St. Rank hold NTES as of Q1 2024.

Glassman Wealth Services reported no remaining NetEase position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 199 NetEase shares in Q1 2024, an estimated $18.5K.
Glassman Wealth Services first reported a position in NetEase in Q2 2020 and held it in 15 quarters.
Glassman Wealth Services's NetEase position peaked at $19.9K in Q3 2023.
404 funds tracked by Wall St. Rank held NetEase as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.