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Gladstone Institutional Advisory’s Aptiv APTV Stock Holding History

Gladstone Institutional Advisory’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,994
Closed -$422K – 685
2024
Q2 		$422K Buy
5,994
+270
+5% +$20.8K 0.02% 459
2024
Q1 		$456K Buy
+5,724
New +$462K 0.03% 434

Other funds holding APTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gladstone Institutional Advisory's APTV Position: Q3 2024 in Review

Gladstone Institutional Advisory sold out of Aptiv (APTV) in Q3 2024, closing a stake of 5,994 shares — an estimated $422K sold.

Gladstone Institutional Advisory first reported a position in APTV in Q1 2024 and held it in 2 quarters. The position peaked at $456K in Q1 2024. 719 funds tracked by Wall St. Rank hold APTV as of Q3 2024.

  • Gladstone Institutional Advisory reported no remaining Aptiv position as of Q3 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 5,994 Aptiv shares in Q3 2024, an estimated $422K.
  • Gladstone Institutional Advisory first reported a position in Aptiv in Q1 2024 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Aptiv position peaked at $456K in Q1 2024.
  • 719 funds tracked by Wall St. Rank held Aptiv as of Q3 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2024, filed 28 Oct 2024.