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Money Concepts Capital’s Gladstone Capital GLAD Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,862
Closed -$35.8K – 1458
2022
Q4 		$35.8K Buy
+1,862
New +$35.7K ﹤0.01% 1376

Other funds holding GLAD

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Money Concepts Capital's GLAD Position: Q1 2023 in Review

Money Concepts Capital sold out of Gladstone Capital (GLAD) in Q1 2023, closing a stake of 1,862 shares — an estimated $35.8K sold.

Money Concepts Capital first reported a position in GLAD in Q4 2022 and held it in 1 quarter. The position peaked at $35.8K in Q4 2022. 71 funds tracked by Wall St. Rank hold GLAD as of Q1 2023.

  • Money Concepts Capital reported no remaining Gladstone Capital position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,862 Gladstone Capital shares in Q1 2023, an estimated $35.8K.
  • Money Concepts Capital first reported a position in Gladstone Capital in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Gladstone Capital position peaked at $35.8K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.