GWS
TRUE

Glassman Wealth Services’s TrueCar TRUE Stock Holding History

Glassman Wealth Services’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-540
Closed -$1.87K – 1681
2023
Q4 		$1.87K Hold
540
– – ﹤0.01% 1366
2023
Q3 		$1.12K Hold
540
– – ﹤0.01% 1519
2023
Q2 		$1.22K Hold
540
– – ﹤0.01% 1385
2023
Q1 		$1.24K Hold
540
– – ﹤0.01% 1366
2022
Q4 		$1.35K Buy
540
+311
+136% +$647 ﹤0.01% 1349
2022
Q3 		$0 Buy
+229
New +$522 ﹤0.01% 1991

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Glassman Wealth Services sold out of TrueCar (TRUE) in Q1 2024, closing a stake of 540 shares — an estimated $1.87K sold.

Glassman Wealth Services first reported a position in TRUE in Q3 2022 and held it in 6 quarters. The position peaked at $1.87K in Q4 2023. 98 funds tracked by Wall St. Rank hold TRUE as of Q1 2024.

  • Glassman Wealth Services reported no remaining TrueCar position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 540 TrueCar shares in Q1 2024, an estimated $1.87K.
  • Glassman Wealth Services first reported a position in TrueCar in Q3 2022 and held it in 6 quarters.
  • Glassman Wealth Services's TrueCar position peaked at $1.87K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held TrueCar as of Q1 2024.

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