Gladstone Institutional Advisory’s Genuine Parts GPC Stock Holding History

Gladstone Institutional Advisory’s Portfolio GPC Stock Details GPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,356	Closed	-$229K	–	641
2023 Q2	$229K	Sell	1,356 -1,656	-55%	-$271K	0.01%	572
2023 Q1	$504K	Sell	3,012 -251	-8%	-$42.3K	0.03%	400
2022 Q4	$566K	Sell	3,263 -28,571	-90%	-$4.97M	0.04%	373
2022 Q3	$4.75M	Buy	31,834 +29,273	+1,143%	+$4.42M	0.37%	64
2022 Q2	$341K	Buy	+2,561	New	+$341K	0.03%	483
2021 Q3	–	Sell	-3,477	Closed	-$440K	–	572
2021 Q2	$440K	Buy	+3,477	New	+$438K	0.05%	318

Other funds holding GPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gladstone Institutional Advisory's GPC Position: Q3 2023 in Review

Gladstone Institutional Advisory sold out of Genuine Parts (GPC) in Q3 2023, closing a stake of 1,356 shares — an estimated $229K sold.

Gladstone Institutional Advisory first reported a position in GPC in Q2 2021 and held it in 6 quarters. The position peaked at $4.75M in Q3 2022. 1,120 funds tracked by Wall St. Rank hold GPC as of Q3 2023.

Gladstone Institutional Advisory reported no remaining Genuine Parts position as of Q3 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 1,356 Genuine Parts shares in Q3 2023, an estimated $229K.
Gladstone Institutional Advisory first reported a position in Genuine Parts in Q2 2021 and held it in 6 quarters.
Gladstone Institutional Advisory's Genuine Parts position peaked at $4.75M in Q3 2022.
1,120 funds tracked by Wall St. Rank held Genuine Parts as of Q3 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.