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Northwest Financial Advisors’s Gladstone Investment Corp GAIN Stock Holding History

Northwest Financial 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
Q4 		– Sell
-4,000
Closed -$57.8K – 262
2024
Q3 		$57.8K Buy
+4,000
New +$53.9K 0.05% 207
2024
Q1 		– Sell
-4,000
Closed -$56.6K – 243
2023
Q4 		$56.6K Buy
+4,000
New +$55.2K 0.05% 194

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Northwest Financial Advisors's GAIN Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Gladstone Investment Corp (GAIN) in Q4 2024, closing a stake of 4,000 shares — an estimated $57.8K sold.

Northwest Financial Advisors first reported a position in GAIN in Q4 2023 and held it in 2 quarters. The position peaked at $57.8K in Q3 2024. 85 funds tracked by Wall St. Rank hold GAIN as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Gladstone Investment Corp position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 4,000 Gladstone Investment Corp shares in Q4 2024, an estimated $57.8K.
  • Northwest Financial Advisors first reported a position in Gladstone Investment Corp in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Gladstone Investment Corp position peaked at $57.8K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.