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Gladstone Institutional Advisory’s IZEA Worldwide IZEA Stock Holding History

Gladstone Institutional Advisory’s Portfolio IZEA Stock Details IZEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,598
Closed -$6.76K – 673
2023
Q1 		$6.76K Hold
2,598
– – ﹤0.01% 654
2022
Q4 		$5.64K Hold
2,598
– – ﹤0.01% 645
2022
Q3 		$7K Hold
2,598
– – ﹤0.01% 629
2022
Q2 		$9K Hold
2,598
– – ﹤0.01% 643
2022
Q1 		$17K Buy
+2,598
New +$12.2K ﹤0.01% 693

Other funds holding IZEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gladstone Institutional Advisory's IZEA Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of IZEA Worldwide (IZEA) in Q2 2023, closing a stake of 2,598 shares — an estimated $6.76K sold.

Gladstone Institutional Advisory first reported a position in IZEA in Q1 2022 and held it in 5 quarters. The position peaked at $17K in Q1 2022. 22 funds tracked by Wall St. Rank hold IZEA as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining IZEA Worldwide position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,598 IZEA Worldwide shares in Q2 2023, an estimated $6.76K.
  • Gladstone Institutional Advisory first reported a position in IZEA Worldwide in Q1 2022 and held it in 5 quarters.
  • Gladstone Institutional Advisory's IZEA Worldwide position peaked at $17K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held IZEA Worldwide as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.