GWS
SCS

Glassman Wealth Services’s Steelcase SCS Stock Holding History

Glassman Wealth Services’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-94
Closed -$1.27K – 1517
2023
Q4 		$1.27K Hold
94
– – ﹤0.01% 1472
2023
Q3 		$1.05K Hold
94
– – ﹤0.01% 1530
2023
Q2 		$725 Hold
94
– – ﹤0.01% 1545
2023
Q1 		$791 Hold
94
– – ﹤0.01% 1500
2022
Q4 		$665 Buy
+94
New +$695 ﹤0.01% 1548

Other funds holding SCS

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Glassman Wealth Services sold out of Steelcase (SCS) in Q1 2024, closing a stake of 94 shares — an estimated $1.27K sold.

Glassman Wealth Services first reported a position in SCS in Q4 2022 and held it in 5 quarters. The position peaked at $1.27K in Q4 2023. 226 funds tracked by Wall St. Rank hold SCS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Steelcase position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 94 Steelcase shares in Q1 2024, an estimated $1.27K.
  • Glassman Wealth Services first reported a position in Steelcase in Q4 2022 and held it in 5 quarters.
  • Glassman Wealth Services's Steelcase position peaked at $1.27K in Q4 2023.
  • 226 funds tracked by Wall St. Rank held Steelcase as of Q1 2024.

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