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Glassman Wealth Services’s Riot Platforms RIOT Stock Holding History

Glassman Wealth Services’s Portfolio RIOT Stock Details RIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,499
Closed -$38.7K – 1459
2023
Q4 		$38.7K Buy
2,499
+2,400
+2,424% +$29K 0.01% 515
2023
Q3 		$924 Hold
99
– – ﹤0.01% 1575
2023
Q2 		$1.17K Hold
99
– – ﹤0.01% 1397
2023
Q1 		$989 Hold
99
– – ﹤0.01% 1436
2022
Q4 		$336 Buy
99
+34
+52% +$175 ﹤0.01% 1701
2022
Q3 		$0 Buy
+65
New +$458 ﹤0.01% 1925
2021
Q4 		– Sell
-200
Closed -$5K – 1864
2021
Q3 		$5K Buy
200
+100
+100% +$3.22K ﹤0.01% 980
2021
Q2 		$4K Buy
+100
New +$3.58K ﹤0.01% 997

Other funds holding RIOT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Glassman Wealth Services sold out of Riot Platforms (RIOT) in Q1 2024, closing a stake of 2,499 shares — an estimated $38.7K sold.

Glassman Wealth Services first reported a position in RIOT in Q2 2021 and held it in 8 quarters. The position peaked at $38.7K in Q4 2023. 290 funds tracked by Wall St. Rank hold RIOT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Riot Platforms position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 2,499 Riot Platforms shares in Q1 2024, an estimated $38.7K.
  • Glassman Wealth Services first reported a position in Riot Platforms in Q2 2021 and held it in 8 quarters.
  • Glassman Wealth Services's Riot Platforms position peaked at $38.7K in Q4 2023.
  • 290 funds tracked by Wall St. Rank held Riot Platforms as of Q1 2024.

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