Avior Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-444	Closed	-$10.7K	–	1355
2024 Q4	$10.7K	Hold	444	–	–	﹤0.01%	1594
2024 Q3	$10.9K	Hold	444	–	–	﹤0.01%	1528
2024 Q2	$10.1K	Sell	444 -260	-37%	-$5.83K	﹤0.01%	1515
2024 Q1	$16.2K	Hold	704	–	–	﹤0.01%	1694
2023 Q4	$15.2K	Sell	704 -435	-38%	-$8.63K	﹤0.01%	927
2023 Q3	$22.1K	Hold	1,139	–	–	﹤0.01%	923
2023 Q2	$24.1K	Hold	1,139	–	–	﹤0.01%	905
2023 Q1	$23.7K	Hold	1,139	–	–	﹤0.01%	920
2022 Q4	$23.5K	Sell	1,139 -450	-28%	-$9.22K	﹤0.01%	738
2022 Q3	$29K	Buy	1,589 +435	+38%	+$9.26K	﹤0.01%	689
2022 Q2	$23K	Hold	1,154	–	–	﹤0.01%	663
2022 Q1	$28K	Buy	+1,154	New	+$28.7K	﹤0.01%	668

Other funds holding GDV

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

GCIA

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

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

AAM

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

Avior Wealth Management's GDV Position: Q1 2025 in Review

Avior Wealth Management sold out of Gabelli Dividend & Income Trust (GDV) in Q1 2025, closing a stake of 444 shares — an estimated $10.7K sold.

Avior Wealth Management first reported a position in GDV in Q1 2022 and held it in 12 quarters. The position peaked at $29K in Q3 2022. 171 funds tracked by Wall St. Rank hold GDV as of Q1 2025.

Avior Wealth Management reported no remaining Gabelli Dividend & Income Trust position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 444 Gabelli Dividend & Income Trust shares in Q1 2025, an estimated $10.7K.
Avior Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q1 2022 and held it in 12 quarters.
Avior Wealth Management's Gabelli Dividend & Income Trust position peaked at $29K in Q3 2022.
171 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.