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Atria Wealth Solutions’s Gladstone Investment Corp GAIN Stock Holding History

Atria Wealth Solutions’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
2023
Q3 		– Sell
-22,375
Closed -$292K – 1907
2023
Q2 		$292K Buy
22,375
+2,977
+15% +$39.2K ﹤0.01% 1463
2023
Q1 		$257K Buy
19,398
+355
+2% +$4.79K ﹤0.01% 1512
2022
Q4 		$246K Buy
+19,043
New +$251K ﹤0.01% 1477

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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Atria Wealth Solutions's GAIN Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Gladstone Investment Corp (GAIN) in Q3 2023, closing a stake of 22,375 shares — an estimated $292K sold.

Atria Wealth Solutions first reported a position in GAIN in Q4 2022 and held it in 3 quarters. The position peaked at $292K in Q2 2023. 75 funds tracked by Wall St. Rank hold GAIN as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Gladstone Investment Corp position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 22,375 Gladstone Investment Corp shares in Q3 2023, an estimated $292K.
  • Atria Wealth Solutions first reported a position in Gladstone Investment Corp in Q4 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Gladstone Investment Corp position peaked at $292K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.