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Gladstone Institutional Advisory’s Sphere 3D ANY Stock Holding History

Gladstone Institutional Advisory’s Portfolio ANY Stock Details ANY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-828
Closed -$143K – 298
2020
Q3 		$143K Buy
+828
New +$169K 0.03% 258

Other funds holding ANY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Gladstone Institutional Advisory's ANY Position: Q4 2020 in Review

Gladstone Institutional Advisory sold out of Sphere 3D (ANY) in Q4 2020, closing a stake of 828 shares — an estimated $143K sold.

Gladstone Institutional Advisory first reported a position in ANY in Q3 2020 and held it in 1 quarter. The position peaked at $143K in Q3 2020. 10 funds tracked by Wall St. Rank hold ANY as of Q4 2020.

  • Gladstone Institutional Advisory reported no remaining Sphere 3D position as of Q4 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 828 Sphere 3D shares in Q4 2020, an estimated $143K.
  • Gladstone Institutional Advisory first reported a position in Sphere 3D in Q3 2020 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Sphere 3D position peaked at $143K in Q3 2020.
  • 10 funds tracked by Wall St. Rank held Sphere 3D as of Q4 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.