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Glassman Wealth Services’s Seer Inc SEER Stock Holding History

Glassman Wealth Services’s Portfolio SEER Stock Details SEER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-109
Closed -$421 – 1998
2023
Q1 		$421 Buy
109
+10
+10% +$46 ﹤0.01% 1650
2022
Q4 		$574 Buy
+99
New +$668 ﹤0.01% 1593

Other funds holding SEER

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's SEER Position: Q2 2023 in Review

Glassman Wealth Services sold out of Seer Inc (SEER) in Q2 2023, closing a stake of 109 shares — an estimated $421 sold.

Glassman Wealth Services first reported a position in SEER in Q4 2022 and held it in 2 quarters. The position peaked at $574 in Q4 2022. 86 funds tracked by Wall St. Rank hold SEER as of Q2 2023.

  • Glassman Wealth Services reported no remaining Seer Inc position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 109 Seer Inc shares in Q2 2023, an estimated $421.
  • Glassman Wealth Services first reported a position in Seer Inc in Q4 2022 and held it in 2 quarters.
  • Glassman Wealth Services's Seer Inc position peaked at $574 in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Seer Inc as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.