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Gradient Investments’s Research Solutions RSSS Stock Holding History

Gradient Investments’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,403
Closed -$5K – 1640
2022
Q3 		$5K Buy
+2,403
New +$4.48K ﹤0.01% 968

Other funds holding RSSS

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Gradient Investments's RSSS Position: Q4 2022 in Review

Gradient Investments sold out of Research Solutions (RSSS) in Q4 2022, closing a stake of 2,403 shares — an estimated $5K sold.

Gradient Investments first reported a position in RSSS in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 27 funds tracked by Wall St. Rank hold RSSS as of Q4 2022.

  • Gradient Investments reported no remaining Research Solutions position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 2,403 Research Solutions shares in Q4 2022, an estimated $5K.
  • Gradient Investments first reported a position in Research Solutions in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's Research Solutions position peaked at $5K in Q3 2022.
  • 27 funds tracked by Wall St. Rank held Research Solutions as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.