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Glassman Wealth Services’s Westwood Holdings Group WHG Stock Holding History

Glassman Wealth Services’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10
Closed – – 1607
2019
Q4 		$0 Hold
10
– – ﹤0.01% 1509
2019
Q3 		$0 Sell
10
-8
-44% -$243 ﹤0.01% 1395
2019
Q2 		$1K Buy
+18
New +$577 ﹤0.01% 955

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GI
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Hotchkis & Wiley Capital Management
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Glassman Wealth Services's WHG Position: Q1 2020 in Review

Glassman Wealth Services sold out of Westwood Holdings Group (WHG) in Q1 2020, closing a stake of 10 shares.

Glassman Wealth Services first reported a position in WHG in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 73 funds tracked by Wall St. Rank hold WHG as of Q1 2020.

  • Glassman Wealth Services reported no remaining Westwood Holdings Group position as of Q1 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 10 Westwood Holdings Group shares in Q1 2020.
  • Glassman Wealth Services first reported a position in Westwood Holdings Group in Q2 2019 and held it in 3 quarters.
  • Glassman Wealth Services's Westwood Holdings Group position peaked at $1K in Q2 2019.
  • 73 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2020.

Based on Glassman Wealth Services's 13F filing for Q1 2020, filed 12 May 2020.