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Glassman Wealth Services’s Resources Connection RGP Stock Holding History

Glassman Wealth Services’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25
Closed -$393 – 2051
2023
Q2 		$393 Buy
+25
New +$389 ﹤0.01% 1684
2022
Q1 		– Sell
-37
Closed -$1K – 1893
2021
Q4 		$1K Buy
+37
New +$653 ﹤0.01% 1471

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's RGP Position: Q3 2023 in Review

Glassman Wealth Services sold out of Resources Connection (RGP) in Q3 2023, closing a stake of 25 shares — an estimated $393 sold.

Glassman Wealth Services first reported a position in RGP in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 162 funds tracked by Wall St. Rank hold RGP as of Q3 2023.

  • Glassman Wealth Services reported no remaining Resources Connection position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 25 Resources Connection shares in Q3 2023, an estimated $393.
  • Glassman Wealth Services first reported a position in Resources Connection in Q4 2021 and held it in 2 quarters.
  • Glassman Wealth Services's Resources Connection position peaked at $1K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Resources Connection as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.