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Avantax Advisory Services’s Gladstone Capital GLAD Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-13,406
Closed -$199K – 1094
2020
Q3 		$199K Buy
+13,406
New +$199K ﹤0.01% 1228

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BlackRock
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Arrowstreet Capital
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AAM
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
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

Avantax Advisory Services's GLAD Position: Q4 2020 in Review

Avantax Advisory Services sold out of Gladstone Capital (GLAD) in Q4 2020, closing a stake of 13,406 shares — an estimated $199K sold.

Avantax Advisory Services first reported a position in GLAD in Q3 2020 and held it in 1 quarter. The position peaked at $199K in Q3 2020. 71 funds tracked by Wall St. Rank hold GLAD as of Q4 2020.

  • Avantax Advisory Services reported no remaining Gladstone Capital position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 13,406 Gladstone Capital shares in Q4 2020, an estimated $199K.
  • Avantax Advisory Services first reported a position in Gladstone Capital in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Gladstone Capital position peaked at $199K in Q3 2020.
  • 71 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.