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Glassman Wealth Services’s POSCO PKX Stock Holding History

Glassman Wealth Services’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-306
Closed -$29.1K – 1381
2023
Q4 		$29.1K Hold
306
– – ﹤0.01% 598
2023
Q3 		$31.4K Sell
306
-134
-30% -$14K 0.01% 543
2023
Q2 		$32.5K Sell
440
-21
-5% -$1.53K 0.01% 511
2023
Q1 		$32.1K Sell
461
-160
-26% -$9.86K 0.01% 517
2022
Q4 		$33.8K Sell
621
-3
-0.5% -$149 0.01% 523
2022
Q3 		$23K Buy
624
+269
+76% +$12K ﹤0.01% 576
2022
Q2 		$16K Sell
355
-180
-34% -$9.91K ﹤0.01% 690
2022
Q1 		$32K Buy
535
+208
+64% +$12.3K 0.01% 510
2021
Q4 		$19K Buy
327
+73
+29% +$4.54K ﹤0.01% 622
2021
Q3 		$18K Buy
254
+15
+6% +$1.1K ﹤0.01% 616
2021
Q2 		$18K Hold
239
– – ﹤0.01% 603
2021
Q1 		$17K Buy
239
+19
+9% +$1.21K ﹤0.01% 575
2020
Q4 		$14K Buy
220
+2
+0.9% +$106 ﹤0.01% 628
2020
Q3 		$9K Buy
218
+114
+110% +$4.61K ﹤0.01% 654
2020
Q2 		$4K Buy
+104
New +$3.81K ﹤0.01% 690

Other funds holding PKX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Glassman Wealth Services sold out of POSCO (PKX) in Q1 2024, closing a stake of 306 shares — an estimated $29.1K sold.

Glassman Wealth Services first reported a position in PKX in Q2 2020 and held it in 15 quarters. The position peaked at $33.8K in Q4 2022. 163 funds tracked by Wall St. Rank hold PKX as of Q1 2024.

  • Glassman Wealth Services reported no remaining POSCO position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 306 POSCO shares in Q1 2024, an estimated $29.1K.
  • Glassman Wealth Services first reported a position in POSCO in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's POSCO position peaked at $33.8K in Q4 2022.
  • 163 funds tracked by Wall St. Rank held POSCO as of Q1 2024.

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