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Glassman Wealth Services’s Sprouts Farmers Market SFM Stock Holding History

Glassman Wealth Services’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-42
Closed -$2.02K – 1528
2023
Q4 		$2.02K Hold
42
– – ﹤0.01% 1342
2023
Q3 		$1.8K Hold
42
– – ﹤0.01% 1366
2023
Q2 		$1.54K Hold
42
– – ﹤0.01% 1329
2023
Q1 		$1.47K Hold
42
– – ﹤0.01% 1330
2022
Q4 		$1.36K Hold
42
– – ﹤0.01% 1347
2022
Q3 		$1K Sell
42
-4
-9% -$114 ﹤0.01% 1518
2022
Q2 		$1K Buy
46
+9
+24% +$250 ﹤0.01% 1522
2022
Q1 		$1K Buy
37
+28
+311% +$838 ﹤0.01% 1509
2021
Q4 		$0 Sell
9
-17
-65% -$426 ﹤0.01% 1879
2021
Q3 		$1K Sell
26
-5
-16% -$122 ﹤0.01% 1454
2021
Q2 		$1K Buy
31
+5
+19% +$133 ﹤0.01% 1371
2021
Q1 		$1K Buy
26
+17
+189% +$386 ﹤0.01% 1317
2020
Q4 		$0 Hold
9
– – ﹤0.01% 1498
2020
Q3 		$0 Hold
9
– – ﹤0.01% 1479
2020
Q2 		$0 Hold
9
– – ﹤0.01% 1499
2020
Q1 		$0 Buy
9
+6
+200% +$101 ﹤0.01% 1512
2019
Q4 		$0 Sell
3
-13
-81% -$252 ﹤0.01% 1451
2019
Q3 		$0 Buy
16
+1
+7% +$18 ﹤0.01% 1341
2019
Q2 		$0 Buy
+15
New +$313 ﹤0.01% 1336
2018
Q2 		– Sell
-12
Closed – – 938
2018
Q1 		$0 Hold
12
– – ﹤0.01% 902
2017
Q4 		$0 Buy
+12
New +$254 ﹤0.01% 776

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 SFM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Sprouts Farmers Market (SFM) in Q1 2024, closing a stake of 42 shares — an estimated $2.02K sold.

Glassman Wealth Services first reported a position in SFM in Q4 2017 and held it in 21 quarters. The position peaked at $2.02K in Q4 2023. 477 funds tracked by Wall St. Rank hold SFM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Sprouts Farmers Market position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 42 Sprouts Farmers Market shares in Q1 2024, an estimated $2.02K.
  • Glassman Wealth Services first reported a position in Sprouts Farmers Market in Q4 2017 and held it in 21 quarters.
  • Glassman Wealth Services's Sprouts Farmers Market position peaked at $2.02K in Q4 2023.
  • 477 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q1 2024.

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