Glassman Wealth Services’s Solid Power SLDP Stock Holding History

Glassman Wealth Services’s Portfolio SLDP Stock Details SLDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,000	Closed	-$1.45K	–	1545
2023 Q4	$1.45K	Hold	1,000	–	–	﹤0.01%	1439
2023 Q3	$2.02K	Buy	+1,000	New	+$2.37K	﹤0.01%	1328
2023 Q2	–	Sell	-405	Closed	-$1.22K	–	2001
2023 Q1	$1.22K	Buy	+405	New	+$1.22K	﹤0.01%	1369

Other funds holding SLDP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YCM

Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Glassman Wealth Services sold out of Solid Power (SLDP) in Q1 2024, closing a stake of 1,000 shares — an estimated $1.45K sold.

Glassman Wealth Services first reported a position in SLDP in Q1 2023 and held it in 3 quarters. The position peaked at $2.02K in Q3 2023. 133 funds tracked by Wall St. Rank hold SLDP as of Q1 2024.

Glassman Wealth Services reported no remaining Solid Power position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 1,000 Solid Power shares in Q1 2024, an estimated $1.45K.
Glassman Wealth Services first reported a position in Solid Power in Q1 2023 and held it in 3 quarters.
Glassman Wealth Services's Solid Power position peaked at $2.02K in Q3 2023.
133 funds tracked by Wall St. Rank held Solid Power as of Q1 2024.

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