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Valeo Financial Advisors’s Gladstone Capital GLAD Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-105
Closed -$2K – 1024
2021
Q1 		$2K Sell
105
-200
-66% -$3.85K ﹤0.01% 1791
2020
Q4 		$5K Buy
+305
New +$4.95K ﹤0.01% 1361

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Valeo Financial Advisors's GLAD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Gladstone Capital (GLAD) in Q2 2021, closing a stake of 105 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in GLAD in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 67 funds tracked by Wall St. Rank hold GLAD as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Gladstone Capital position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 105 Gladstone Capital shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Gladstone Capital in Q4 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Gladstone Capital position peaked at $5K in Q4 2020.
  • 67 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.