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Financial Management Professionals’s Gladstone Capital GLAD Stock Holding History

Financial Management Professionals’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
2022
Q3 		– Sell
-306
Closed -$6K – 987
2022
Q2 		$6K Hold
306
– – ﹤0.01% 587
2022
Q1 		$7K Buy
+306
New +$6.87K ﹤0.01% 584

Other funds holding GLAD

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Financial Management Professionals's GLAD Position: Q3 2022 in Review

Financial Management Professionals sold out of Gladstone Capital (GLAD) in Q3 2022, closing a stake of 306 shares — an estimated $6K sold.

Financial Management Professionals first reported a position in GLAD in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 68 funds tracked by Wall St. Rank hold GLAD as of Q3 2022.

  • Financial Management Professionals reported no remaining Gladstone Capital position as of Q3 2022 after selling out during the quarter.
  • Financial Management Professionals sold 306 Gladstone Capital shares in Q3 2022, an estimated $6K.
  • Financial Management Professionals first reported a position in Gladstone Capital in Q1 2022 and held it in 2 quarters.
  • Financial Management Professionals's Gladstone Capital position peaked at $7K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2022.

Based on Financial Management Professionals's 13F filing for Q3 2022, filed 27 Oct 2022.