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Elevation Wealth Partners’s Gladstone Capital GLAD Stock Holding History

Elevation Wealth Partners’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
Q3 		– Sell
-2,000
Closed -$39K – 355
2023
Q2 		$39K Hold
2,000
– – 0.03% 175
2023
Q1 		$37.6K Buy
+2,000
New +$39.8K 0.03% 184

Other funds holding GLAD

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elevation Wealth Partners's GLAD Position: Q3 2023 in Review

Elevation Wealth Partners sold out of Gladstone Capital (GLAD) in Q3 2023, closing a stake of 2,000 shares — an estimated $39K sold.

Elevation Wealth Partners first reported a position in GLAD in Q1 2023 and held it in 2 quarters. The position peaked at $39K in Q2 2023. 85 funds tracked by Wall St. Rank hold GLAD as of Q3 2023.

  • Elevation Wealth Partners reported no remaining Gladstone Capital position as of Q3 2023 after selling out during the quarter.
  • Elevation Wealth Partners sold 2,000 Gladstone Capital shares in Q3 2023, an estimated $39K.
  • Elevation Wealth Partners first reported a position in Gladstone Capital in Q1 2023 and held it in 2 quarters.
  • Elevation Wealth Partners's Gladstone Capital position peaked at $39K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2023.

Based on Elevation Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.