AWM
GRX

Able Wealth Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Able Wealth Management’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-50
Closed -$467 – 281
2023
Q4 		$467 Buy
+50
New +$430 ﹤0.01% 557

Other funds holding GRX

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GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

Able Wealth Management sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2024, closing a stake of 50 shares — an estimated $467 sold.

Able Wealth Management first reported a position in GRX in Q4 2023 and held it in 1 quarter. The position peaked at $467 in Q4 2023. 69 funds tracked by Wall St. Rank hold GRX as of Q1 2024.

  • Able Wealth Management reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 50 Gabelli Healthcare & Wellness Trust shares in Q1 2024, an estimated $467.
  • Able Wealth Management first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Gabelli Healthcare & Wellness Trust position peaked at $467 in Q4 2023.
  • 69 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2024.

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