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Mutual Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Mutual Advisors’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
Q3 		– Sell
-14,296
Closed -$201K – 1124
2024
Q2 		$201K Buy
+14,296
New +$201K 0.01% 1045

Other funds holding GAIN

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Legal & General Group
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OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mutual Advisors's GAIN Position: Q3 2024 in Review

Mutual Advisors sold out of Gladstone Investment Corp (GAIN) in Q3 2024, closing a stake of 14,296 shares — an estimated $201K sold.

Mutual Advisors first reported a position in GAIN in Q2 2024 and held it in 1 quarter. The position peaked at $201K in Q2 2024. 81 funds tracked by Wall St. Rank hold GAIN as of Q3 2024.

  • Mutual Advisors reported no remaining Gladstone Investment Corp position as of Q3 2024 after selling out during the quarter.
  • Mutual Advisors sold 14,296 Gladstone Investment Corp shares in Q3 2024, an estimated $201K.
  • Mutual Advisors first reported a position in Gladstone Investment Corp in Q2 2024 and held it in 1 quarter.
  • Mutual Advisors's Gladstone Investment Corp position peaked at $201K in Q2 2024.
  • 81 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.