Clean Yield Group’s Gaia GAIA Stock Holding History

Clean Yield Group’s Portfolio GAIA Stock Details GAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1	Closed	-$2	–	395
2023 Q2	$2	Buy	+1	New	+$3	﹤0.01%	404
2020 Q2	–	Sell	-110	Closed	-$1K	–	360
2020 Q1	$1K	Hold	110	–	–	﹤0.01%	372
2019 Q4	$1K	Buy	+110	New	+$850	﹤0.01%	344

Other funds holding GAIA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SST

S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return

Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return

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

PAWC

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Clean Yield Group's GAIA Position: Q3 2023 in Review

Clean Yield Group sold out of Gaia (GAIA) in Q3 2023, closing a stake of 1 share — an estimated $2 sold.

Clean Yield Group first reported a position in GAIA in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 41 funds tracked by Wall St. Rank hold GAIA as of Q3 2023.

Clean Yield Group reported no remaining Gaia position as of Q3 2023 after selling out during the quarter.
Clean Yield Group sold 1 Gaia share in Q3 2023, an estimated $2.
Clean Yield Group first reported a position in Gaia in Q4 2019 and held it in 3 quarters.
Clean Yield Group's Gaia position peaked at $1K in Q1 2020.
41 funds tracked by Wall St. Rank held Gaia as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.