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Glassman Wealth Services’s Palomar PLMR Stock Holding History

Glassman Wealth Services’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5
Closed -$278 – 1385
2023
Q4 		$278 Hold
5
– – ﹤0.01% 1836
2023
Q3 		$254 Hold
5
– – ﹤0.01% 1848
2023
Q2 		$290 Hold
5
– – ﹤0.01% 1745
2023
Q1 		$276 Sell
5
-13
-72% -$697 ﹤0.01% 1730
2022
Q4 		$813 Buy
+18
New +$1.23K ﹤0.01% 1487
2021
Q4 		– Sell
-7
Closed -$1K – 1842
2021
Q3 		$1K Buy
+7
New +$578 ﹤0.01% 1431

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

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

Glassman Wealth Services sold out of Palomar (PLMR) in Q1 2024, closing a stake of 5 shares — an estimated $278 sold.

Glassman Wealth Services first reported a position in PLMR in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 219 funds tracked by Wall St. Rank hold PLMR as of Q1 2024.

  • Glassman Wealth Services reported no remaining Palomar position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 5 Palomar shares in Q1 2024, an estimated $278.
  • Glassman Wealth Services first reported a position in Palomar in Q3 2021 and held it in 6 quarters.
  • Glassman Wealth Services's Palomar position peaked at $1K in Q3 2021.
  • 219 funds tracked by Wall St. Rank held Palomar as of Q1 2024.

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