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Glassman Wealth Services’s TKO Group TKO Stock Holding History

Glassman Wealth Services’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14
Closed -$1.14K – 1653
2023
Q4 		$1.14K Sell
14
-6
-30% -$476 ﹤0.01% 1502
2023
Q3 		$1.68K Buy
+20
New +$1.86K ﹤0.01% 1384

Other funds holding TKO

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
XL
XN LP New York $2.72B AUM 46.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Glassman Wealth Services sold out of TKO Group (TKO) in Q1 2024, closing a stake of 14 shares — an estimated $1.14K sold.

Glassman Wealth Services first reported a position in TKO in Q3 2023 and held it in 2 quarters. The position peaked at $1.68K in Q3 2023. 339 funds tracked by Wall St. Rank hold TKO as of Q1 2024.

  • Glassman Wealth Services reported no remaining TKO Group position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 14 TKO Group shares in Q1 2024, an estimated $1.14K.
  • Glassman Wealth Services first reported a position in TKO Group in Q3 2023 and held it in 2 quarters.
  • Glassman Wealth Services's TKO Group position peaked at $1.68K in Q3 2023.
  • 339 funds tracked by Wall St. Rank held TKO Group as of Q1 2024.

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