AP
GRX

Atwood & Palmer’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Atwood & Palmer’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
2023
Q1 		– Sell
-3,700
Closed -$38K – 384
2022
Q4 		$38K Hold
3,700
– – ﹤0.01% 228
2022
Q3 		$35K Hold
3,700
– – ﹤0.01% 221
2022
Q2 		$40K Hold
3,700
– – ﹤0.01% 228
2022
Q1 		$47K Hold
3,700
– – ﹤0.01% 229
2021
Q4 		$50K Buy
+3,700
New +$49.1K ﹤0.01% 231

Other funds holding GRX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Atwood & Palmer's GRX Position: Q1 2023 in Review

Atwood & Palmer sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2023, closing a stake of 3,700 shares — an estimated $38K sold.

Atwood & Palmer first reported a position in GRX in Q4 2021 and held it in 5 quarters. The position peaked at $50K in Q4 2021. 69 funds tracked by Wall St. Rank hold GRX as of Q1 2023.

  • Atwood & Palmer reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2023 after selling out during the quarter.
  • Atwood & Palmer sold 3,700 Gabelli Healthcare & Wellness Trust shares in Q1 2023, an estimated $38K.
  • Atwood & Palmer first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2021 and held it in 5 quarters.
  • Atwood & Palmer's Gabelli Healthcare & Wellness Trust position peaked at $50K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.