Glassman Wealth Services’s Visteon VC Stock Holding History

Glassman Wealth Services’s Portfolio VC Stock Details VC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-23	Closed	-$2.87K	–	1754
2023 Q4	$2.87K	Sell	23 -3	-12%	-$371	﹤0.01%	1235
2023 Q3	$3.59K	Hold	26	–	–	﹤0.01%	1166
2023 Q2	$3.73K	Buy	26 +3	+13%	+$428	﹤0.01%	1070
2023 Q1	$3.61K	Hold	23	–	–	﹤0.01%	1086
2022 Q4	$3.01K	Hold	23	–	–	﹤0.01%	1157
2022 Q3	$2K	Buy	23 +1	+5%	+$119	﹤0.01%	1274
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	1298
2022 Q1	$2K	Buy	22 +6	+38%	+$653	﹤0.01%	1276
2021 Q4	$2K	Buy	16 +8	+100%	+$889	﹤0.01%	1253
2021 Q3	$1K	Buy	8 +5	+167%	+$540	﹤0.01%	1484
2021 Q2	$0	Buy	3 +2	+200%	+$240	﹤0.01%	1663
2021 Q1	$0	Buy	+1	New	+$131	﹤0.01%	1644
2020 Q1	–	Sell	-12	Closed	-$1K	–	1589
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	1063
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	941
2019 Q2	$1K	Buy	+12	New	+$733	﹤0.01%	949

Other funds holding VC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Glassman Wealth Services sold out of Visteon (VC) in Q1 2024, closing a stake of 23 shares — an estimated $2.87K sold.

Glassman Wealth Services first reported a position in VC in Q2 2019 and held it in 15 quarters. The position peaked at $3.73K in Q2 2023. 319 funds tracked by Wall St. Rank hold VC as of Q1 2024.

Glassman Wealth Services reported no remaining Visteon position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 23 Visteon shares in Q1 2024, an estimated $2.87K.
Glassman Wealth Services first reported a position in Visteon in Q2 2019 and held it in 15 quarters.
Glassman Wealth Services's Visteon position peaked at $3.73K in Q2 2023.
319 funds tracked by Wall St. Rank held Visteon as of Q1 2024.

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