Coppell Advisory Solutions’s Gladstone Capital GLAD Stock Holding History

Coppell Advisory Solutions’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 Q4	$13.3K	Buy	623 +52	+9%	+$1.04K	﹤0.01%	861
2023 Q3	$11K	Sell	571 -23	-4%	-$476	﹤0.01%	592
2023 Q2	$11.4K	Buy	+594	New	+$11.3K	﹤0.01%	662
2023 Q1	–	Sell	-571	Closed	-$11K	–	562
2022 Q4	$11K	Buy	+571	New	+$11K	﹤0.01%	594

Other funds holding GLAD

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Coppell Advisory Solutions's GLAD Position: Q4 2023 in Review

Coppell Advisory Solutions increased its Gladstone Capital (GLAD) stake by 9.1% in Q4 2023, buying an estimated $1.04K and bringing the position to 623 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Coppell Advisory Solutions first reported a position in GLAD in Q4 2022 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold GLAD as of Q4 2023.

Coppell Advisory Solutions held 623 shares of Gladstone Capital worth $13.3K as of Q4 2023.
Coppell Advisory Solutions bought 52 Gladstone Capital shares in Q4 2023, an estimated $1.04K.
Gladstone Capital made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #861 holding.
Coppell Advisory Solutions first reported a position in Gladstone Capital in Q4 2022 and has held it in 4 quarters since.
86 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.