GWS
SILK

Glassman Wealth Services’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History

Glassman Wealth Services’s Portfolio SILK Stock Details SILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12
Closed -$147 – 1942
2023
Q4 		$147 Sell
12
-50
-81% -$469 ﹤0.01% 1926
2023
Q3 		$929 Buy
+62
New +$1.29K ﹤0.01% 1574
2021
Q4 		– Sell
-11
Closed -$1K – 1981
2021
Q3 		$1K Buy
+11
New +$576 ﹤0.01% 1520

Other funds holding SILK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
TLP
Tri Locum Partners New York $713M AUM 68.92% 1-Year Est. Return

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

Glassman Wealth Services sold out of Silk Road Medical, Inc. Common Stock (SILK) in Q1 2024, closing a stake of 12 shares — an estimated $147 sold.

Glassman Wealth Services first reported a position in SILK in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 154 funds tracked by Wall St. Rank hold SILK as of Q1 2024.

  • Glassman Wealth Services reported no remaining Silk Road Medical, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 12 Silk Road Medical, Inc. Common Stock shares in Q1 2024, an estimated $147.
  • Glassman Wealth Services first reported a position in Silk Road Medical, Inc. Common Stock in Q3 2021 and held it in 3 quarters.
  • Glassman Wealth Services's Silk Road Medical, Inc. Common Stock position peaked at $1K in Q3 2021.
  • 154 funds tracked by Wall St. Rank held Silk Road Medical, Inc. Common Stock as of Q1 2024.

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