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High Net Worth Advisory Group’s Gaia GAIA Stock Holding History

High Net Worth Advisory Group’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$238 – 335
2022
Q4 		$238 Hold
100
– – ﹤0.01% 618
2022
Q3 		$0 Hold
100
– – ﹤0.01% 693
2022
Q2 		$0 Hold
100
– – ﹤0.01% 684
2022
Q1 		$0 Hold
100
– – ﹤0.01% 696
2021
Q4 		$1K Buy
+100
New +$932 ﹤0.01% 668

Other funds holding GAIA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
MCMU
MIC Capital Management (UK) London, United Kingdom $352M AUM 0.23% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

High Net Worth Advisory Group's GAIA Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Gaia (GAIA) in Q1 2023, closing a stake of 100 shares — an estimated $238 sold.

High Net Worth Advisory Group first reported a position in GAIA in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 44 funds tracked by Wall St. Rank hold GAIA as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Gaia position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 100 Gaia shares in Q1 2023, an estimated $238.
  • High Net Worth Advisory Group first reported a position in Gaia in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Gaia position peaked at $1K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Gaia as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.