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Spire Wealth Management’s Gladstone Capital GLAD Stock Holding History

Spire Wealth Management’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
2021
Q3 		– Sell
-500
Closed -$11K – 2603
2021
Q2 		$11K Buy
+500
New +$11K ﹤0.01% 2078

Other funds holding GLAD

VanEck Associates
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AAM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Spire Wealth Management's GLAD Position: Q3 2021 in Review

Spire Wealth Management sold out of Gladstone Capital (GLAD) in Q3 2021, closing a stake of 500 shares — an estimated $11K sold.

Spire Wealth Management first reported a position in GLAD in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 66 funds tracked by Wall St. Rank hold GLAD as of Q3 2021.

  • Spire Wealth Management reported no remaining Gladstone Capital position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 500 Gladstone Capital shares in Q3 2021, an estimated $11K.
  • Spire Wealth Management first reported a position in Gladstone Capital in Q2 2021 and held it in 1 quarter.
  • Spire Wealth Management's Gladstone Capital position peaked at $11K in Q2 2021.
  • 66 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.