Envestnet Asset Management
GLAD icon

Envestnet Asset Management’s Gladstone Capital GLAD Stock Holding History

Envestnet Asset Management’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
2024
Q4 		– Sell
-20,551
Closed -$494K – 4340
2024
Q3 		$494K Buy
20,551
+4,709
+30% +$110K ﹤0.01% 3543
2024
Q2 		$369K Buy
+15,842
New +$345K ﹤0.01% 3613
2014
Q1 		– Sell
-250
Closed -$5K – 2590
2013
Q4 		$5K Buy
+250
New +$4.6K ﹤0.01% 1990

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Two Sigma Advisers
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VanEck Associates
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DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management's GLAD Position: Q4 2024 in Review

Envestnet Asset Management sold out of Gladstone Capital (GLAD) in Q4 2024, closing a stake of 20,551 shares — an estimated $494K sold.

Envestnet Asset Management first reported a position in GLAD in Q4 2013 and held it in 3 quarters. The position peaked at $494K in Q3 2024. 78 funds tracked by Wall St. Rank hold GLAD as of Q4 2024.

  • Envestnet Asset Management reported no remaining Gladstone Capital position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 20,551 Gladstone Capital shares in Q4 2024, an estimated $494K.
  • Envestnet Asset Management first reported a position in Gladstone Capital in Q4 2013 and held it in 3 quarters.
  • Envestnet Asset Management's Gladstone Capital position peaked at $494K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.