Atria Wealth Solutions’s Gabelli Dividend & Income Trust GDV Stock Holding History

Atria Wealth Solutions’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
2023 Q4	–	Sell	-11,907	Closed	-$231K	–	1968
2023 Q3	$231K	Buy	11,907 +26	+0.2%	+$544	﹤0.01%	1590
2023 Q2	$251K	Buy	11,881 +431	+4%	+$8.89K	﹤0.01%	1550
2023 Q1	$238K	Buy	11,450 +87	+0.8%	+$1.84K	﹤0.01%	1564
2022 Q4	$234K	Buy	11,363 +68	+0.6%	+$1.39K	﹤0.01%	1512
2022 Q3	$211K	Sell	11,295 -505	-4%	-$10.7K	﹤0.01%	1522
2022 Q2	$241K	Sell	11,800 -137	-1%	-$3.04K	﹤0.01%	1342
2022 Q1	$294K	Buy	+11,937	New	+$297K	﹤0.01%	1327

Other funds holding GDV

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

KIM

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

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

RJA

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Atria Wealth Solutions's GDV Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2023, closing a stake of 11,907 shares — an estimated $231K sold.

Atria Wealth Solutions first reported a position in GDV in Q1 2022 and held it in 7 quarters. The position peaked at $294K in Q1 2022. 164 funds tracked by Wall St. Rank hold GDV as of Q4 2023.

Atria Wealth Solutions reported no remaining Gabelli Dividend & Income Trust position as of Q4 2023 after selling out during the quarter.
Atria Wealth Solutions sold 11,907 Gabelli Dividend & Income Trust shares in Q4 2023, an estimated $231K.
Atria Wealth Solutions first reported a position in Gabelli Dividend & Income Trust in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's Gabelli Dividend & Income Trust position peaked at $294K in Q1 2022.
164 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.