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Carolinas Wealth Consulting’s Gladstone Capital GLAD Stock Holding History

Carolinas Wealth Consulting’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
2022
Q4 		– Sell
-2,050
Closed -$35K – 1084
2022
Q3 		$35K Hold
2,050
– – 0.01% 375
2022
Q2 		$41K Hold
2,050
– – 0.01% 356
2022
Q1 		$48K Hold
2,050
– – 0.01% 357
2021
Q4 		$48K Hold
2,050
– – 0.01% 373
2021
Q3 		$46K Hold
2,050
– – 0.01% 355
2021
Q2 		$47K Hold
2,050
– – 0.01% 374
2021
Q1 		$41K Hold
2,050
– – 0.01% 392
2020
Q4 		$36K Buy
+2,050
New +$33.2K 0.01% 387

Other funds holding GLAD

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Carolinas Wealth Consulting's GLAD Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of Gladstone Capital (GLAD) in Q4 2022, closing a stake of 2,050 shares — an estimated $35K sold.

Carolinas Wealth Consulting first reported a position in GLAD in Q4 2020 and held it in 8 quarters. The position peaked at $48K in Q1 2022. 76 funds tracked by Wall St. Rank hold GLAD as of Q4 2022.

  • Carolinas Wealth Consulting reported no remaining Gladstone Capital position as of Q4 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,050 Gladstone Capital shares in Q4 2022, an estimated $35K.
  • Carolinas Wealth Consulting first reported a position in Gladstone Capital in Q4 2020 and held it in 8 quarters.
  • Carolinas Wealth Consulting's Gladstone Capital position peaked at $48K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.