Empirical Wealth Management’s Gladstone Commercial Corp GOOD Stock Holding History

Empirical Wealth Management’s Portfolio GOOD Stock Details GOOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-81,066	Closed	-$1.02M	–	478
2023 Q1	$1.02M	Buy	81,066 +39,576	+95%	+$601K	0.04%	216
2022 Q4	$768K	Hold	41,490	–	–	0.04%	247
2022 Q3	$643K	Buy	41,490 +3,000	+8%	+$57.1K	0.03%	256
2022 Q2	$725K	Buy	38,490 +2,500	+7%	+$50.8K	0.04%	243
2022 Q1	$792K	Hold	35,990	–	–	0.04%	249
2021 Q4	$927K	Buy	+35,990	New	+$817K	0.05%	234

Other funds holding GOOD

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

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

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empirical Wealth Management's GOOD Position: Q2 2023 in Review

Empirical Wealth Management sold out of Gladstone Commercial Corp (GOOD) in Q2 2023, closing a stake of 81,066 shares — an estimated $1.02M sold.

Empirical Wealth Management first reported a position in GOOD in Q4 2021 and held it in 6 quarters. The position peaked at $1.02M in Q1 2023. 146 funds tracked by Wall St. Rank hold GOOD as of Q2 2023.

Empirical Wealth Management reported no remaining Gladstone Commercial Corp position as of Q2 2023 after selling out during the quarter.
Empirical Wealth Management sold 81,066 Gladstone Commercial Corp shares in Q2 2023, an estimated $1.02M.
Empirical Wealth Management first reported a position in Gladstone Commercial Corp in Q4 2021 and held it in 6 quarters.
Empirical Wealth Management's Gladstone Commercial Corp position peaked at $1.02M in Q1 2023.
146 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.