Armstrong Advisory Group’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Armstrong Advisory Group’s Portfolio GGZ Stock Details GGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-60	Closed	-$619	–	800
2023 Q3	$619	Buy	60 +1	+2%	+$12	﹤0.01%	812
2023 Q2	$705	Buy	59 +1	+2%	+$11	﹤0.01%	773
2023 Q1	$676	Hold	58	–	–	﹤0.01%	754
2022 Q4	$651	Buy	+58	New	+$632	﹤0.01%	781

Other funds holding GGZ

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Armstrong Advisory Group's GGZ Position: Q4 2023 in Review

Armstrong Advisory Group sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q4 2023, closing a stake of 60 shares — an estimated $619 sold.

Armstrong Advisory Group first reported a position in GGZ in Q4 2022 and held it in 4 quarters. The position peaked at $705 in Q2 2023. 38 funds tracked by Wall St. Rank hold GGZ as of Q4 2023.

Armstrong Advisory Group reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q4 2023 after selling out during the quarter.
Armstrong Advisory Group sold 60 Gabelli Global Small and Mid-Cap Value Trust shares in Q4 2023, an estimated $619.
Armstrong Advisory Group first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q4 2022 and held it in 4 quarters.
Armstrong Advisory Group's Gabelli Global Small and Mid-Cap Value Trust position peaked at $705 in Q2 2023.
38 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q4 2023.

Based on Armstrong Advisory Group's 13F filing for Q4 2023, filed 17 Jan 2024.