Ahrens Investment Partners’s Gabelli Equity Trust GAB Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$9.42K	Buy	+1,641	New	+$9.39K	﹤0.01%	646
2022 Q3	–	Sell	-3,791	Closed	-$23K	–	448
2022 Q2	$23K	Hold	3,791	–	–	0.01%	472
2022 Q1	$26K	Hold	3,791	–	–	0.01%	538
2021 Q4	$27K	Buy	+3,791	New	+$26.6K	0.01%	517
2019 Q1	–	Sell	-60,943	Closed	-$304K	–	179
2018 Q4	$304K	Buy	+60,943	New	+$349K	0.14%	110

Other funds holding GAB

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

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

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

PTC

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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

Ahrens Investment Partners's GAB Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Gabelli Equity Trust (GAB) in Q1 2023: 1,641 shares worth $9.42K. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in GAB as recently as Q2 2022.

Ahrens Investment Partners first reported a position in GAB in Q4 2018 and has held it in 5 quarters since. The position peaked at $304K in Q4 2018. 156 funds tracked by Wall St. Rank hold GAB as of Q1 2023.

Ahrens Investment Partners held 1,641 shares of Gabelli Equity Trust worth $9.42K as of Q1 2023.
Gabelli Equity Trust was a new Ahrens Investment Partners position in Q1 2023.
Gabelli Equity Trust made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #646 holding.
Ahrens Investment Partners first reported a position in Gabelli Equity Trust in Q4 2018 and has held it in 5 quarters since.
Ahrens Investment Partners's Gabelli Equity Trust position peaked at $304K in Q4 2018.
156 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.