GWS
SWTX

Glassman Wealth Services’s SpringWorks Therapeutics SWTX Stock Holding History

Glassman Wealth Services’s Portfolio SWTX Stock Details SWTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12
Closed -$277 – 2072
2023
Q3 		$277 Hold
12
– – ﹤0.01% 1835
2023
Q2 		$315 Buy
+12
New +$315 ﹤0.01% 1731

Other funds holding SWTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glassman Wealth Services's SWTX Position: Q4 2023 in Review

Glassman Wealth Services sold out of SpringWorks Therapeutics (SWTX) in Q4 2023, closing a stake of 12 shares — an estimated $277 sold.

Glassman Wealth Services first reported a position in SWTX in Q2 2023 and held it in 2 quarters. The position peaked at $315 in Q2 2023. 180 funds tracked by Wall St. Rank hold SWTX as of Q4 2023.

  • Glassman Wealth Services reported no remaining SpringWorks Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 12 SpringWorks Therapeutics shares in Q4 2023, an estimated $277.
  • Glassman Wealth Services first reported a position in SpringWorks Therapeutics in Q2 2023 and held it in 2 quarters.
  • Glassman Wealth Services's SpringWorks Therapeutics position peaked at $315 in Q2 2023.
  • 180 funds tracked by Wall St. Rank held SpringWorks Therapeutics as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.