Cetera Advisor Networks’s Gladstone Capital GLAD Stock Holding History

Cetera Advisor Networks’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
2024 Q1	–	Sell	-8,589	Closed	-$184K	–	2851
2023 Q4	$184K	Sell	8,589 -300	-3%	-$5.99K	﹤0.01%	2557
2023 Q3	$171K	Buy	8,889 +450	+5%	+$9.3K	﹤0.01%	2471
2023 Q2	$165K	Buy	8,439 +400	+5%	+$7.58K	﹤0.01%	2391
2023 Q1	$151K	Sell	8,039 -500	-6%	-$9.94K	﹤0.01%	2379
2022 Q4	$164K	Buy	+8,539	New	+$164K	﹤0.01%	2308
2020 Q3	–	Sell	-527	Closed	-$8K	–	1928
2020 Q2	$8K	Buy	+527	New	+$7K	﹤0.01%	2808

Other funds holding GLAD

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Advisor Networks's GLAD Position: Q1 2024 in Review

Cetera Advisor Networks sold out of Gladstone Capital (GLAD) in Q1 2024, closing a stake of 8,589 shares — an estimated $184K sold.

Cetera Advisor Networks first reported a position in GLAD in Q2 2020 and held it in 6 quarters. The position peaked at $184K in Q4 2023. 72 funds tracked by Wall St. Rank hold GLAD as of Q1 2024.

Cetera Advisor Networks reported no remaining Gladstone Capital position as of Q1 2024 after selling out during the quarter.
Cetera Advisor Networks sold 8,589 Gladstone Capital shares in Q1 2024, an estimated $184K.
Cetera Advisor Networks first reported a position in Gladstone Capital in Q2 2020 and held it in 6 quarters.
Cetera Advisor Networks's Gladstone Capital position peaked at $184K in Q4 2023.
72 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.