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Heritage Wealth Management (Arizona)’s Gladstone Capital GLAD Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-500
Closed -$10K – 913
2021
Q1 		$10K Buy
+500
New +$9.62K 0.01% 575

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Legal & General Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GLAD Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of Gladstone Capital (GLAD) in Q2 2021, closing a stake of 500 shares — an estimated $10K sold.

Heritage Wealth Management (Arizona) first reported a position in GLAD in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 67 funds tracked by Wall St. Rank hold GLAD as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Gladstone Capital position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 500 Gladstone Capital shares in Q2 2021, an estimated $10K.
  • Heritage Wealth Management (Arizona) first reported a position in Gladstone Capital in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Gladstone Capital position peaked at $10K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.