MFG
GOOD

Merit Financial Group’s Gladstone Commercial Corp GOOD Stock Holding History

Merit Financial Group’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
2023
Q4 		– Sell
-20,071
Closed -$244K – 795
2023
Q3 		$244K Buy
+20,071
New +$263K 0.01% 642

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
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Merit Financial Group's GOOD Position: Q4 2023 in Review

Merit Financial Group sold out of Gladstone Commercial Corp (GOOD) in Q4 2023, closing a stake of 20,071 shares — an estimated $244K sold.

Merit Financial Group first reported a position in GOOD in Q3 2023 and held it in 1 quarter. The position peaked at $244K in Q3 2023. 147 funds tracked by Wall St. Rank hold GOOD as of Q4 2023.

  • Merit Financial Group reported no remaining Gladstone Commercial Corp position as of Q4 2023 after selling out during the quarter.
  • Merit Financial Group sold 20,071 Gladstone Commercial Corp shares in Q4 2023, an estimated $244K.
  • Merit Financial Group first reported a position in Gladstone Commercial Corp in Q3 2023 and held it in 1 quarter.
  • Merit Financial Group's Gladstone Commercial Corp position peaked at $244K in Q3 2023.
  • 147 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q4 2023.

Based on Merit Financial Group's 13F filing for Q4 2023, filed 6 Feb 2024.