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Glassman Wealth Services’s Surf Air Mobility SRFM Stock Holding History

Glassman Wealth Services’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$23 – 1585
2023
Q4 		$23 Hold
2
– – ﹤0.01% 1953
2023
Q3 		$24 Buy
+2
New +$24 ﹤0.01% 1986

Other funds holding SRFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CP
Covalent Partners Concord, Massachusetts $17.6M AUM 2.91% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Glassman Wealth Services sold out of Surf Air Mobility (SRFM) in Q1 2024, closing a stake of 2 shares — an estimated $23 sold.

Glassman Wealth Services first reported a position in SRFM in Q3 2023 and held it in 2 quarters. The position peaked at $24 in Q3 2023. 29 funds tracked by Wall St. Rank hold SRFM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Surf Air Mobility position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 2 Surf Air Mobility shares in Q1 2024, an estimated $23.
  • Glassman Wealth Services first reported a position in Surf Air Mobility in Q3 2023 and held it in 2 quarters.
  • Glassman Wealth Services's Surf Air Mobility position peaked at $24 in Q3 2023.
  • 29 funds tracked by Wall St. Rank held Surf Air Mobility as of Q1 2024.

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