AE Wealth Management’s Gladstone Capital GLAD Stock Holding History

AE Wealth Management’s Portfolio GLAD Stock Details GLAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,448	Closed	-$139K	–	1478
2023 Q4	$139K	Buy	+6,448	New	+$129K	﹤0.01%	1921

Other funds holding GLAD

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

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

AE Wealth Management sold out of Gladstone Capital (GLAD) in Q1 2024, closing a stake of 6,448 shares — an estimated $139K sold.

AE Wealth Management first reported a position in GLAD in Q4 2023 and held it in 1 quarter. The position peaked at $139K in Q4 2023. 72 funds tracked by Wall St. Rank hold GLAD as of Q1 2024.

AE Wealth Management reported no remaining Gladstone Capital position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 6,448 Gladstone Capital shares in Q1 2024, an estimated $139K.
AE Wealth Management first reported a position in Gladstone Capital in Q4 2023 and held it in 1 quarter.
AE Wealth Management's Gladstone Capital position peaked at $139K in Q4 2023.
72 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2024.

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