AWM
GGT

Avior Wealth Management’s Gabelli Multimedia Trust GGT Stock Holding History

Avior Wealth Management’s Portfolio GGT Stock Details GGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-164
Closed -$955 – 1591
2023
Q3 		$955 Hold
164
– – ﹤0.01% 1449
2023
Q2 		$1.07K Hold
164
– – ﹤0.01% 1410
2023
Q1 		$914 Hold
164
– – ﹤0.01% 1465
2022
Q4 		$867 Hold
164
– – ﹤0.01% 1134
2022
Q3 		$1K Buy
+164
New +$1.17K ﹤0.01% 1083

Other funds holding GGT

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Avior Wealth Management's GGT Position: Q4 2023 in Review

Avior Wealth Management sold out of Gabelli Multimedia Trust (GGT) in Q4 2023, closing a stake of 164 shares — an estimated $955 sold.

Avior Wealth Management first reported a position in GGT in Q3 2022 and held it in 5 quarters. The position peaked at $1.07K in Q2 2023. 36 funds tracked by Wall St. Rank hold GGT as of Q4 2023.

  • Avior Wealth Management reported no remaining Gabelli Multimedia Trust position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 164 Gabelli Multimedia Trust shares in Q4 2023, an estimated $955.
  • Avior Wealth Management first reported a position in Gabelli Multimedia Trust in Q3 2022 and held it in 5 quarters.
  • Avior Wealth Management's Gabelli Multimedia Trust position peaked at $1.07K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Gabelli Multimedia Trust as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.