Glassman Wealth Services’s Emeren Group SOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-300	Closed	-$2K	–	2030
2022 Q3	$2K	Sell	300 -700	-70%	-$3.99K	﹤0.01%	1264
2022 Q2	$5K	Hold	1,000	–	–	﹤0.01%	1021
2022 Q1	$6K	Buy	+1,000	New	+$5.9K	﹤0.01%	976
2021 Q4	–	Sell	-1,000	Closed	-$7K	–	1890
2021 Q3	$7K	Sell	1,000 -500	-33%	-$3.59K	﹤0.01%	872
2021 Q2	$14K	Hold	1,500	–	–	﹤0.01%	671
2021 Q1	$18K	Buy	1,500 +500	+50%	+$9.13K	﹤0.01%	561
2020 Q4	$11K	Buy	+1,000	New	+$5.44K	﹤0.01%	695

Other funds holding SOL

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Glassman Wealth Services's SOL Position: Q4 2022 in Review

Glassman Wealth Services sold out of Emeren Group (SOL) in Q4 2022, closing a stake of 300 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in SOL in Q4 2020 and held it in 7 quarters. The position peaked at $18K in Q1 2021. 63 funds tracked by Wall St. Rank hold SOL as of Q4 2022.

Glassman Wealth Services reported no remaining Emeren Group position as of Q4 2022 after selling out during the quarter.
Glassman Wealth Services sold 300 Emeren Group shares in Q4 2022, an estimated $2K.
Glassman Wealth Services first reported a position in Emeren Group in Q4 2020 and held it in 7 quarters.
Glassman Wealth Services's Emeren Group position peaked at $18K in Q1 2021.
63 funds tracked by Wall St. Rank held Emeren Group as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.