GIA
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Gladstone Institutional Advisory’s Healthcare Triangle HCTI Stock Holding History

Gladstone Institutional Advisory’s Portfolio HCTI Stock Details HCTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Hold
0
– -$18.1K – 666
2023
Q1 		– Hold
0
– – – 650
2022
Q4 		– Hold
0
– – – 643
2022
Q3 		– Hold
0
– – – 624
2022
Q2 		– Hold
0
– – – 632
2022
Q1 		– Hold
0
– – – 681

Other funds holding HCTI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return