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VisionPoint Advisory Group’s Gladstone Capital GLAD Stock Holding History

VisionPoint Advisory 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
-150
Closed -$3.49K – 450
2024
Q2 		$3.49K Hold
150
– – ﹤0.01% 596
2024
Q1 		$3.22K Hold
150
– – ﹤0.01% 618
2023
Q4 		$3.21K Hold
150
– – ﹤0.01% 559
2023
Q3 		$2.89K Hold
150
– – ﹤0.01% 557
2023
Q2 		$2.93K Buy
+150
New +$2.84K ﹤0.01% 481

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

VisionPoint Advisory Group's GLAD Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Gladstone Capital (GLAD) in Q3 2024, closing a stake of 150 shares — an estimated $3.49K sold.

VisionPoint Advisory Group first reported a position in GLAD in Q2 2023 and held it in 5 quarters. The position peaked at $3.49K in Q2 2024. 61 funds tracked by Wall St. Rank hold GLAD as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Gladstone Capital position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 150 Gladstone Capital shares in Q3 2024, an estimated $3.49K.
  • VisionPoint Advisory Group first reported a position in Gladstone Capital in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Gladstone Capital position peaked at $3.49K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.