AWM
GOOD

Accurate Wealth Management’s Gladstone Commercial Corp GOOD Stock Holding History

Accurate Wealth Management’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-62
Closed -$1.21K – 718
2022
Q4 		$1.21K Buy
+62
New +$1.1K ﹤0.01% 1331

Other funds holding GOOD

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Accurate Wealth Management's GOOD Position: Q1 2023 in Review

Accurate Wealth Management sold out of Gladstone Commercial Corp (GOOD) in Q1 2023, closing a stake of 62 shares — an estimated $1.21K sold.

Accurate Wealth Management first reported a position in GOOD in Q4 2022 and held it in 1 quarter. The position peaked at $1.21K in Q4 2022. 151 funds tracked by Wall St. Rank hold GOOD as of Q1 2023.

  • Accurate Wealth Management reported no remaining Gladstone Commercial Corp position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 62 Gladstone Commercial Corp shares in Q1 2023, an estimated $1.21K.
  • Accurate Wealth Management first reported a position in Gladstone Commercial Corp in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Gladstone Commercial Corp position peaked at $1.21K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.