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	–	1259
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)

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Fidelity Investments

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

Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return

Bank of America

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

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group

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

Massachusetts Financial Services

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