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Cahill Financial Advisors’s Gladstone Capital GLAD Stock Holding History

Cahill Financial 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
Q4 		– Sell
-534
Closed -$12K – 434
2021
Q3 		$12K Buy
+534
New +$12.3K ﹤0.01% 523

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Cahill Financial Advisors's GLAD Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Gladstone Capital (GLAD) in Q4 2021, closing a stake of 534 shares — an estimated $12K sold.

Cahill Financial Advisors first reported a position in GLAD in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 68 funds tracked by Wall St. Rank hold GLAD as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Gladstone Capital position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 534 Gladstone Capital shares in Q4 2021, an estimated $12K.
  • Cahill Financial Advisors first reported a position in Gladstone Capital in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Gladstone Capital position peaked at $12K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.