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Glassman Wealth Services’s Shenandoah Telecom SHEN Stock Holding History

Glassman Wealth Services’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-63
Closed -$1.36K – 1532
2023
Q4 		$1.36K Hold
63
– – ﹤0.01% 1452
2023
Q3 		$1.3K Buy
63
+5
+9% +$102 ﹤0.01% 1471
2023
Q2 		$1.13K Hold
58
– – ﹤0.01% 1409
2023
Q1 		$1.1K Buy
58
+14
+32% +$262 ﹤0.01% 1399
2022
Q4 		$699 Buy
+44
New +$805 ﹤0.01% 1531
2022
Q1 		– Sell
-31
Closed -$1K – 1916
2021
Q4 		$1K Buy
+31
New +$870 ﹤0.01% 1490

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Glassman Wealth Services sold out of Shenandoah Telecom (SHEN) in Q1 2024, closing a stake of 63 shares — an estimated $1.36K sold.

Glassman Wealth Services first reported a position in SHEN in Q4 2021 and held it in 6 quarters. The position peaked at $1.36K in Q4 2023. 145 funds tracked by Wall St. Rank hold SHEN as of Q1 2024.

  • Glassman Wealth Services reported no remaining Shenandoah Telecom position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 63 Shenandoah Telecom shares in Q1 2024, an estimated $1.36K.
  • Glassman Wealth Services first reported a position in Shenandoah Telecom in Q4 2021 and held it in 6 quarters.
  • Glassman Wealth Services's Shenandoah Telecom position peaked at $1.36K in Q4 2023.
  • 145 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2024.

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