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Redwood Wealth Management Group’s Gladstone Capital GLAD Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-100
Closed -$2.33K – 520
2024
Q2 		$2.33K Buy
+100
New +$2.18K ﹤0.01% 873

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Redwood Wealth Management Group's GLAD Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Gladstone Capital (GLAD) in Q3 2024, closing a stake of 100 shares — an estimated $2.33K sold.

Redwood Wealth Management Group first reported a position in GLAD in Q2 2024 and held it in 1 quarter. The position peaked at $2.33K in Q2 2024. 61 funds tracked by Wall St. Rank hold GLAD as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Gladstone Capital position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 100 Gladstone Capital shares in Q3 2024, an estimated $2.33K.
  • Redwood Wealth Management Group first reported a position in Gladstone Capital in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Gladstone Capital position peaked at $2.33K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.