BDO Wealth Advisors’s Gladstone Capital GLAD Stock Holding History

BDO Wealth Advisors’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
2021 Q1	–	Sell	-1,600	Closed	-$28K	–	1201
2020 Q4	$28K	Hold	1,600	–	–	﹤0.01%	420
2020 Q3	$24K	Hold	1,600	–	–	﹤0.01%	402
2020 Q2	$23K	Sell	1,600 -333	-17%	-$4.42K	﹤0.01%	410
2020 Q1	$22K	Hold	1,933	–	–	﹤0.01%	436
2019 Q4	$38K	Hold	1,933	–	–	0.01%	325
2019 Q3	$38K	Hold	1,933	–	–	0.01%	345
2019 Q2	$36K	Buy	+1,933	New	+$36K	0.01%	340

Other funds holding GLAD

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return

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

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

AAM

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

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

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

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

DADC

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

BDO Wealth Advisors's GLAD Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Gladstone Capital (GLAD) in Q1 2021, closing a stake of 1,600 shares — an estimated $28K sold.

BDO Wealth Advisors first reported a position in GLAD in Q2 2019 and held it in 7 quarters. The position peaked at $38K in Q4 2019. 65 funds tracked by Wall St. Rank hold GLAD as of Q1 2021.

BDO Wealth Advisors reported no remaining Gladstone Capital position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 1,600 Gladstone Capital shares in Q1 2021, an estimated $28K.
BDO Wealth Advisors first reported a position in Gladstone Capital in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's Gladstone Capital position peaked at $38K in Q4 2019.
65 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.