GIA
CISO

Gladstone Institutional Advisory’s CISO Global CISO Stock Holding History

Gladstone Institutional Advisory’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,367
Closed -$12.3K – 692
2024
Q2 		$12.3K Hold
21,367
– – ﹤0.01% 658
2024
Q1 		$26.1K Hold
21,367
– – ﹤0.01% 635
2023
Q4 		$32.6K Hold
21,367
– – ﹤0.01% 660
2023
Q3 		$44.9K Hold
21,367
– – ﹤0.01% 613
2023
Q2 		$57K Hold
21,367
– – ﹤0.01% 621
2023
Q1 		$108K Buy
+21,367
New +$348K 0.01% 632

Other funds holding CISO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Gladstone Institutional Advisory sold out of CISO Global (CISO) in Q3 2024, closing a stake of 21,367 shares — an estimated $12.3K sold.

Gladstone Institutional Advisory first reported a position in CISO in Q1 2023 and held it in 6 quarters. The position peaked at $108K in Q1 2023. 18 funds tracked by Wall St. Rank hold CISO as of Q3 2024.

  • Gladstone Institutional Advisory reported no remaining CISO Global position as of Q3 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 21,367 CISO Global shares in Q3 2024, an estimated $12.3K.
  • Gladstone Institutional Advisory first reported a position in CISO Global in Q1 2023 and held it in 6 quarters.
  • Gladstone Institutional Advisory's CISO Global position peaked at $108K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held CISO Global as of Q3 2024.

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