Glassman Wealth Services’s Paysafe PSFE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-51	Closed	-$708	–	1965
2022 Q4	$708	Buy	+51	New	+$824	﹤0.01%	1523
2022 Q3	–	Sell	-13	Closed	–	–	1913
2022 Q2	$0	Sell	13 -7	-35%	-$226	﹤0.01%	1932
2022 Q1	$1K	Buy	+20	New	+$826	﹤0.01%	1484

Other funds holding PSFE

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Glassman Wealth Services's PSFE Position: Q1 2023 in Review

Glassman Wealth Services sold out of Paysafe (PSFE) in Q1 2023, closing a stake of 51 shares — an estimated $708 sold.

Glassman Wealth Services first reported a position in PSFE in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 134 funds tracked by Wall St. Rank hold PSFE as of Q1 2023.

Glassman Wealth Services reported no remaining Paysafe position as of Q1 2023 after selling out during the quarter.
Glassman Wealth Services sold 51 Paysafe shares in Q1 2023, an estimated $708.
Glassman Wealth Services first reported a position in Paysafe in Q1 2022 and held it in 3 quarters.
Glassman Wealth Services's Paysafe position peaked at $1K in Q1 2022.
134 funds tracked by Wall St. Rank held Paysafe as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.