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Glassman Wealth Services’s Weibo WB Stock Holding History

Glassman Wealth Services’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-245
Closed -$2.68K – 1801
2023
Q4 		$2.68K Buy
245
+153
+166% +$1.74K ﹤0.01% 1263
2023
Q3 		$1.15K Sell
92
-240
-72% -$3.19K ﹤0.01% 1509
2023
Q2 		$4.35K Hold
332
– – ﹤0.01% 1037
2023
Q1 		$6.66K Hold
332
– – ﹤0.01% 919
2022
Q4 		$6.35K Buy
332
+156
+89% +$2.35K ﹤0.01% 963
2022
Q3 		$3K Buy
176
+53
+43% +$1.02K ﹤0.01% 1162
2022
Q2 		$3K Buy
+123
New +$2.76K ﹤0.01% 1172
2022
Q1 		– Sell
-58
Closed -$2K – 1980
2021
Q4 		$2K Sell
58
-35
-38% -$1.42K ﹤0.01% 1259
2021
Q3 		$4K Buy
+93
New +$5.02K ﹤0.01% 1037
2019
Q3 		– Sell
-1,000
Closed -$44K – 1393
2019
Q2 		$44K Hold
1,000
– – 0.02% 258
2019
Q1 		$62K Hold
1,000
– – 0.03% 209
2018
Q4 		$58K Hold
1,000
– – 0.03% 181
2018
Q3 		$73K Buy
+1,000
New +$80.4K 0.03% 184

Other funds holding WB

AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Glassman Wealth Services sold out of Weibo (WB) in Q1 2024, closing a stake of 245 shares — an estimated $2.68K sold.

Glassman Wealth Services first reported a position in WB in Q3 2018 and held it in 13 quarters. The position peaked at $73K in Q3 2018. 146 funds tracked by Wall St. Rank hold WB as of Q1 2024.

  • Glassman Wealth Services reported no remaining Weibo position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 245 Weibo shares in Q1 2024, an estimated $2.68K.
  • Glassman Wealth Services first reported a position in Weibo in Q3 2018 and held it in 13 quarters.
  • Glassman Wealth Services's Weibo position peaked at $73K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held Weibo as of Q1 2024.

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