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Coppell Advisory Solutions Corp’s Gladstone Capital GLAD Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-571
Closed -$11K – 562
2022
Q4 		$11K Buy
+571
New +$11K ﹤0.01% 594

Other funds holding GLAD

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AAM
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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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Coppell Advisory Solutions Corp's GLAD Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Gladstone Capital (GLAD) in Q1 2023, closing a stake of 571 shares — an estimated $11K sold.

Coppell Advisory Solutions Corp first reported a position in GLAD in Q4 2022 and held it in 1 quarter. The position peaked at $11K in Q4 2022. 71 funds tracked by Wall St. Rank hold GLAD as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Gladstone Capital position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 571 Gladstone Capital shares in Q1 2023, an estimated $11K.
  • Coppell Advisory Solutions Corp first reported a position in Gladstone Capital in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Gladstone Capital position peaked at $11K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.