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Institutional & Family Asset Management’s Gladstone Investment Corp GAIN Stock Holding History

Institutional & Family Asset Management’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.07K Buy
77
+2
+3% +$28 ﹤0.01% 634
2024
Q1 		$1.07K Buy
75
+1
+1% +$14 ﹤0.01% 632
2023
Q4 		$1.05K Buy
74
+6
+9% +$83 ﹤0.01% 615
2023
Q3 		$866 Buy
68
+2
+3% +$26 ﹤0.01% 626
2023
Q2 		$862 Buy
66
+2
+3% +$26 ﹤0.01% 643
2023
Q1 		$853 Buy
64
+2
+3% +$27 ﹤0.01% 645
2022
Q4 		$801 Buy
62
+2
+3% +$26 ﹤0.01% 621
2022
Q3 		$1K Buy
60
+1
+2% +$14 ﹤0.01% 635
2022
Q2 		$1K Buy
59
+1
+2% +$15 ﹤0.01% 653
2022
Q1 		$1K Buy
58
+1
+2% +$16 ﹤0.01% 693
2021
Q4 		$1K Buy
57
+1
+2% +$16 ﹤0.01% 718
2021
Q3 		$1K Buy
56
+1
+2% +$15 ﹤0.01% 836
2021
Q2 		$1K Buy
55
+1
+2% +$14 ﹤0.01% 889
2021
Q1 		$1K Buy
54
+1
+2% +$12 ﹤0.01% 866
2020
Q4 		$1K Buy
53
+1
+2% +$10 ﹤0.01% 834
2020
Q3 		$0 Buy
52
+1
+2% +$10 ﹤0.01% 855
2020
Q2 		$1K Buy
51
+2
+4% +$21 ﹤0.01% 774
2020
Q1 		$0 Buy
49
+1
+2% +$12 ﹤0.01% 853
2019
Q4 		$1K Buy
48
+1
+2% +$14 ﹤0.01% 807
2019
Q3 		$1K Buy
47
+1
+2% +$12 ﹤0.01% 781
2019
Q2 		$1K Buy
46
+1
+2% +$12 ﹤0.01% 800
2019
Q1 		$1K Buy
45
+1
+2% +$11 ﹤0.01% 788
2018
Q4 		$0 Buy
44
+1
+2% +$10 ﹤0.01% 843
2018
Q3 		$0 Buy
43
+1
+2% +$12 ﹤0.01% 852
2018
Q2 		$0 Buy
42
+1
+2% +$11 ﹤0.01% 854
2018
Q1 		$0 Buy
+41
New +$428 ﹤0.01% 847

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Institutional & Family Asset Management's GAIN Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Gladstone Investment Corp (GAIN) stake by 2.7% in Q2 2024, buying an estimated $28 and bringing the position to 77 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Institutional & Family Asset Management first reported a position in GAIN in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.07K in Q1 2024. 85 funds tracked by Wall St. Rank hold GAIN as of Q2 2024.

  • Institutional & Family Asset Management held 77 shares of Gladstone Investment Corp worth $1.07K as of Q2 2024.
  • Institutional & Family Asset Management bought 2 Gladstone Investment Corp shares in Q2 2024, an estimated $28.
  • Gladstone Investment Corp made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #634 holding.
  • Institutional & Family Asset Management first reported a position in Gladstone Investment Corp in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Gladstone Investment Corp position peaked at $1.07K in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.