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Glassman Wealth Services’s Tiptree Inc TIPT Stock Holding History

Glassman Wealth Services’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-73
Closed -$1.38K – 1648
2023
Q4 		$1.38K Hold
73
– – ﹤0.01% 1447
2023
Q3 		$1.22K Hold
73
– – ﹤0.01% 1492
2023
Q2 		$1.1K Hold
73
– – ﹤0.01% 1417
2023
Q1 		$1.06K Hold
73
– – ﹤0.01% 1415
2022
Q4 		$1.01K Hold
73
– – ﹤0.01% 1415
2022
Q3 		$1K Hold
73
– – ﹤0.01% 1546
2022
Q2 		$1K Hold
73
– – ﹤0.01% 1545
2022
Q1 		$1K Hold
73
– – ﹤0.01% 1530
2021
Q4 		$1K Hold
73
– – ﹤0.01% 1512
2021
Q3 		$1K Hold
73
– – ﹤0.01% 1475
2021
Q2 		$1K Hold
73
– – ﹤0.01% 1382
2021
Q1 		$1K Buy
+73
New +$422 ﹤0.01% 1329

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

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

Glassman Wealth Services sold out of Tiptree Inc (TIPT) in Q1 2024, closing a stake of 73 shares — an estimated $1.38K sold.

Glassman Wealth Services first reported a position in TIPT in Q1 2021 and held it in 12 quarters. The position peaked at $1.38K in Q4 2023. 110 funds tracked by Wall St. Rank hold TIPT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Tiptree Inc position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 73 Tiptree Inc shares in Q1 2024, an estimated $1.38K.
  • Glassman Wealth Services first reported a position in Tiptree Inc in Q1 2021 and held it in 12 quarters.
  • Glassman Wealth Services's Tiptree Inc position peaked at $1.38K in Q4 2023.
  • 110 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2024.

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