GWS
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Glassman Wealth Services’s RH RH Stock Holding History

Glassman Wealth Services’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17
Closed -$4.96K – 1459
2023
Q4 		$4.96K Buy
17
+3
+21% +$775 ﹤0.01% 1089
2023
Q3 		$3.7K Hold
14
– – ﹤0.01% 1158
2023
Q2 		$4.61K Buy
14
+6
+75% +$1.57K ﹤0.01% 1018
2023
Q1 		$1.95K Buy
8
+1
+14% +$290 ﹤0.01% 1254
2022
Q4 		$1.87K Hold
7
– – ﹤0.01% 1274
2022
Q3 		$2K Buy
7
+1
+17% +$270 ﹤0.01% 1261
2022
Q2 		$1K Sell
6
-1
-14% -$297 ﹤0.01% 1504
2022
Q1 		$2K Buy
7
+5
+250% +$2K ﹤0.01% 1258
2021
Q4 		$1K Buy
2
+1
+100% +$615 ﹤0.01% 1472
2021
Q3 		$1K Buy
+1
New +$688 ﹤0.01% 1441
2016
Q1 		– Sell
-1,449
Closed -$115K – 444
2015
Q4 		$115K Hold
1,449
– – 0.1% 106
2015
Q3 		$135K Hold
1,449
– – 0.12% 92
2015
Q2 		$141K Hold
1,449
– – 0.11% 93
2015
Q1 		$144K Hold
1,449
– – 0.12% 90
2014
Q4 		$139K Buy
+1,449
New +$121K 0.1% 100

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return