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GLAD icon

NewEdge Advisors’s Gladstone Capital GLAD Stock Holding History

NewEdge Advisors’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
2024
Q1 		– Sell
-11,026
Closed -$236K – 3876
2023
Q4 		$236K Buy
+11,026
New +$220K ﹤0.01% 1649
2023
Q1 		– Sell
-16
Closed – – 3710
2022
Q4 		$0 Buy
+16
New +$307 ﹤0.01% 4123

Other funds holding GLAD

Legal & General Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

NewEdge Advisors's GLAD Position: Q1 2024 in Review

NewEdge Advisors sold out of Gladstone Capital (GLAD) in Q1 2024, closing a stake of 11,026 shares — an estimated $236K sold.

NewEdge Advisors first reported a position in GLAD in Q4 2022 and held it in 2 quarters. The position peaked at $236K in Q4 2023. 72 funds tracked by Wall St. Rank hold GLAD as of Q1 2024.

  • NewEdge Advisors reported no remaining Gladstone Capital position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 11,026 Gladstone Capital shares in Q1 2024, an estimated $236K.
  • NewEdge Advisors first reported a position in Gladstone Capital in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's Gladstone Capital position peaked at $236K in Q4 2023.
  • 72 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.