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U.S. Capital Wealth Advisors’s Gladstone Capital GLAD Stock Holding History

U.S. Capital Wealth 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
2023
Q1 		– Sell
-285
Closed -$5.49K – 988
2022
Q4 		$5.49K Buy
+285
New +$5.47K ﹤0.01% 1367

Other funds holding GLAD

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

U.S. Capital Wealth Advisors's GLAD Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Gladstone Capital (GLAD) in Q1 2023, closing a stake of 285 shares — an estimated $5.49K sold.

U.S. Capital Wealth Advisors first reported a position in GLAD in Q4 2022 and held it in 1 quarter. The position peaked at $5.49K in Q4 2022. 71 funds tracked by Wall St. Rank hold GLAD as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Gladstone Capital position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 285 Gladstone Capital shares in Q1 2023, an estimated $5.49K.
  • U.S. Capital Wealth Advisors first reported a position in Gladstone Capital in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Gladstone Capital position peaked at $5.49K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.