Glassman Wealth Services’s Sandy Spring Bancorp Inc SASR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13	Closed	-$354	–	1918
2023 Q4	$354	Sell	13 -6	-32%	-$135	﹤0.01%	1788
2023 Q3	$407	Hold	19	–	–	﹤0.01%	1774
2023 Q2	$431	Buy	+19	New	+$436	﹤0.01%	1668
2022 Q4	–	Sell	-8	Closed	–	–	2056
2022 Q3	$0	Sell	8 -4	-33%	-$158	﹤0.01%	2043
2022 Q2	$0	Sell	12 -9	-43%	-$368	﹤0.01%	2062
2022 Q1	$1K	Sell	21 -22	-51%	-$1.04K	﹤0.01%	1568
2021 Q4	$2K	Buy	43 +27	+169%	+$1.31K	﹤0.01%	1266
2021 Q3	$1K	Buy	16 +12	+300%	+$514	﹤0.01%	1514
2021 Q2	$0	Hold	4	–	–	﹤0.01%	1696
2021 Q1	$0	Buy	+4	New	+$152	﹤0.01%	1673

Other funds holding SASR

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

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Glassman Wealth Services sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2024, closing a stake of 13 shares — an estimated $354 sold.

Glassman Wealth Services first reported a position in SASR in Q1 2021 and held it in 10 quarters. The position peaked at $2K in Q4 2021. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2024.

Glassman Wealth Services reported no remaining Sandy Spring Bancorp Inc position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 13 Sandy Spring Bancorp Inc shares in Q1 2024, an estimated $354.
Glassman Wealth Services first reported a position in Sandy Spring Bancorp Inc in Q1 2021 and held it in 10 quarters.
Glassman Wealth Services's Sandy Spring Bancorp Inc position peaked at $2K in Q4 2021.
215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2024.

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