Atlas Private Wealth Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Atlas Private Wealth Advisors’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-494	Closed	-$13K	–	356
2021 Q3	$13K	Buy	494 +7	+1%	+$186	0.01%	429
2021 Q2	$13K	Buy	487 +6	+1%	+$154	0.01%	432
2021 Q1	$12K	Buy	481 +7	+1%	+$160	0.01%	463
2020 Q4	$10K	Buy	474 +7	+1%	+$140	0.01%	422
2020 Q3	$9K	Buy	467 +8	+2%	+$149	0.01%	400
2020 Q2	$8K	Buy	+459	New	+$7.76K	0.01%	438

Other funds holding GDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Atlas Private Wealth Advisors's GDV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2021, closing a stake of 494 shares — an estimated $13K sold.

Atlas Private Wealth Advisors first reported a position in GDV in Q2 2020 and held it in 6 quarters. The position peaked at $13K in Q3 2021. 179 funds tracked by Wall St. Rank hold GDV as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Gabelli Dividend & Income Trust position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 494 Gabelli Dividend & Income Trust shares in Q4 2021, an estimated $13K.
Atlas Private Wealth Advisors first reported a position in Gabelli Dividend & Income Trust in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Gabelli Dividend & Income Trust position peaked at $13K in Q3 2021.
179 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.