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Atria Wealth Solutions’s Gladstone Capital GLAD Stock Holding History

Atria Wealth Solutions’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
2023
Q3 		– Sell
-15,389
Closed -$300K – 1909
2023
Q2 		$300K Buy
15,389
+8,281
+117% +$157K ﹤0.01% 1439
2023
Q1 		$134K Sell
7,108
-945
-12% -$18.8K ﹤0.01% 1731
2022
Q4 		$155K Sell
8,053
-252
-3% -$4.84K ﹤0.01% 1654
2022
Q3 		$141K Sell
8,305
-477
-5% -$9.72K ﹤0.01% 1601
2022
Q2 		$177K Sell
8,782
-1,389
-14% -$31.5K ﹤0.01% 1478
2022
Q1 		$240K Buy
+10,171
New +$228K ﹤0.01% 1452

Other funds holding GLAD

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Gladstone Capital (GLAD) in Q3 2023, closing a stake of 15,389 shares — an estimated $300K sold.

Atria Wealth Solutions first reported a position in GLAD in Q1 2022 and held it in 6 quarters. The position peaked at $300K in Q2 2023. 85 funds tracked by Wall St. Rank hold GLAD as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Gladstone Capital position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,389 Gladstone Capital shares in Q3 2023, an estimated $300K.
  • Atria Wealth Solutions first reported a position in Gladstone Capital in Q1 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's Gladstone Capital position peaked at $300K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2023.

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