Able Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Able Wealth Management’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,000	Closed	-$5.08K	–	271
2023 Q4	$5.08K	Buy	+1,000	New	+$5.01K	﹤0.01%	344

Other funds holding GAB

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

Able Wealth Management's GAB Position: Q1 2024 in Review

Able Wealth Management sold out of Gabelli Equity Trust (GAB) in Q1 2024, closing a stake of 1,000 shares — an estimated $5.08K sold.

Able Wealth Management first reported a position in GAB in Q4 2023 and held it in 1 quarter. The position peaked at $5.08K in Q4 2023. 192 funds tracked by Wall St. Rank hold GAB as of Q1 2024.

Able Wealth Management reported no remaining Gabelli Equity Trust position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 1,000 Gabelli Equity Trust shares in Q1 2024, an estimated $5.08K.
Able Wealth Management first reported a position in Gabelli Equity Trust in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Gabelli Equity Trust position peaked at $5.08K in Q4 2023.
192 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.