Glassman Wealth Services’s Root ROOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-82	Closed	-$368	–	1971
2022 Q4	$368	Buy	+82	New	+$566	﹤0.01%	1682

Other funds holding ROOT

RCGI

Ribbit Capital GP IV Palo Alto, California $15.6M AUM 103.62% 1-Year Est. Return

SFG

SVB Financial Group Dallas, Texas $434K AUM 277.67% 1-Year Est. Return

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Schusterman Interests Tulsa, Oklahoma $383M AUM 31.49% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

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

Glassman Wealth Services sold out of Root (ROOT) in Q1 2023, closing a stake of 82 shares — an estimated $368 sold.

Glassman Wealth Services first reported a position in ROOT in Q4 2022 and held it in 1 quarter. The position peaked at $368 in Q4 2022. 71 funds tracked by Wall St. Rank hold ROOT as of Q1 2023.

Glassman Wealth Services reported no remaining Root position as of Q1 2023 after selling out during the quarter.
Glassman Wealth Services sold 82 Root shares in Q1 2023, an estimated $368.
Glassman Wealth Services first reported a position in Root in Q4 2022 and held it in 1 quarter.
Glassman Wealth Services's Root position peaked at $368 in Q4 2022.
71 funds tracked by Wall St. Rank held Root as of Q1 2023.

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