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Glassman Wealth Services’s Orthofix Medical OFIX Stock Holding History

Glassman Wealth Services’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-40
Closed -$722 – 2042
2023
Q2 		$722 Hold
40
– – ﹤0.01% 1546
2023
Q1 		$670 Hold
40
– – ﹤0.01% 1557
2022
Q4 		$821 Sell
40
-4
-9% -$71 ﹤0.01% 1484
2022
Q3 		$1K Buy
+44
New +$989 ﹤0.01% 1474

Other funds holding OFIX

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RCMNY
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AC
Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Sio Capital Management New York $694M AUM 79.73% 1-Year Est. Return