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Glassman Wealth Services’s SelectQuote SLQT Stock Holding History

Glassman Wealth Services’s Portfolio SLQT Stock Details SLQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-197
Closed -$3K – 1883
2021
Q3 		$3K Buy
+197
New +$2.97K ﹤0.01% 1098

Other funds holding SLQT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BEP
Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Glassman Wealth Services's SLQT Position: Q4 2021 in Review

Glassman Wealth Services sold out of SelectQuote (SLQT) in Q4 2021, closing a stake of 197 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in SLQT in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 183 funds tracked by Wall St. Rank hold SLQT as of Q4 2021.

  • Glassman Wealth Services reported no remaining SelectQuote position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 197 SelectQuote shares in Q4 2021, an estimated $3K.
  • Glassman Wealth Services first reported a position in SelectQuote in Q3 2021 and held it in 1 quarter.
  • Glassman Wealth Services's SelectQuote position peaked at $3K in Q3 2021.
  • 183 funds tracked by Wall St. Rank held SelectQuote as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.