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AE Wealth Management’s Gladstone Investment Corp GAIN Stock Holding History

AE Wealth Management’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,172
Closed -$147K – 1466
2023
Q4 		$147K Buy
+10,172
New +$140K ﹤0.01% 1916
2019
Q3 		– Sell
-11,070
Closed -$124K – 1017
2019
Q2 		$124K Buy
+11,070
New +$131K ﹤0.01% 920

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AE Wealth Management's GAIN Position: Q1 2024 in Review

AE Wealth Management sold out of Gladstone Investment Corp (GAIN) in Q1 2024, closing a stake of 10,172 shares — an estimated $147K sold.

AE Wealth Management first reported a position in GAIN in Q2 2019 and held it in 2 quarters. The position peaked at $147K in Q4 2023. 81 funds tracked by Wall St. Rank hold GAIN as of Q1 2024.

  • AE Wealth Management reported no remaining Gladstone Investment Corp position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 10,172 Gladstone Investment Corp shares in Q1 2024, an estimated $147K.
  • AE Wealth Management first reported a position in Gladstone Investment Corp in Q2 2019 and held it in 2 quarters.
  • AE Wealth Management's Gladstone Investment Corp position peaked at $147K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.