IWC
GOOD

Integrated Wealth Concepts’s Gladstone Commercial Corp GOOD Stock Holding History

Integrated Wealth Concepts’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,473
Closed -$231K – 1016
2022
Q1 		$231K Buy
10,473
+2,100
+25% +$47.2K 0.01% 833
2021
Q4 		$216K Buy
+8,373
New +$190K 0.01% 902

Other funds holding GOOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrated Wealth Concepts's GOOD Position: Q2 2022 in Review

Integrated Wealth Concepts sold out of Gladstone Commercial Corp (GOOD) in Q2 2022, closing a stake of 10,473 shares — an estimated $231K sold.

Integrated Wealth Concepts first reported a position in GOOD in Q4 2021 and held it in 2 quarters. The position peaked at $231K in Q1 2022. 154 funds tracked by Wall St. Rank hold GOOD as of Q2 2022.

  • Integrated Wealth Concepts reported no remaining Gladstone Commercial Corp position as of Q2 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,473 Gladstone Commercial Corp shares in Q2 2022, an estimated $231K.
  • Integrated Wealth Concepts first reported a position in Gladstone Commercial Corp in Q4 2021 and held it in 2 quarters.
  • Integrated Wealth Concepts's Gladstone Commercial Corp position peaked at $231K in Q1 2022.
  • 154 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q2 2022.

Based on Integrated Wealth Concepts's 13F filing for Q2 2022, filed 8 Aug 2022.