B. Riley Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

B. Riley Wealth Management’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$195	Sell	32,043 -44,326	-58%	-$295K	﹤0.01%	672
2022 Q1	$529K	Hold	76,369	–	–	0.04%	316
2021 Q4	$549K	Buy	76,369 +5,692	+8%	+$39.9K	0.04%	325
2021 Q3	$470K	Buy	70,677 +46,596	+193%	+$316K	0.04%	347
2021 Q2	$166K	Sell	24,081 -554	-2%	-$3.88K	0.02%	395
2021 Q1	$164K	Buy	24,635 +4,936	+25%	+$31.5K	0.02%	396
2020 Q4	$121K	Buy	19,699 +6,573	+50%	+$37.9K	0.02%	357
2020 Q3	$65K	Hold	13,126	–	–	0.01%	403
2020 Q2	$65K	Buy	+13,126	New	+$60K	0.01%	407

Other funds holding GAB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Management's GAB Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Gabelli Equity Trust (GAB) stake by 58% in Q2 2022, selling an estimated $295K and leaving 32,043 shares worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #672.

B. Riley Wealth Management first reported a position in GAB in Q2 2020 and has held it in 9 quarters since. The position peaked at $549K in Q4 2021. 158 funds tracked by Wall St. Rank hold GAB as of Q2 2022.

B. Riley Wealth Management held 32,043 shares of Gabelli Equity Trust worth $195 as of Q2 2022.
B. Riley Wealth Management sold 44,326 Gabelli Equity Trust shares in Q2 2022, an estimated $295K.
Gabelli Equity Trust made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #672 holding.
B. Riley Wealth Management first reported a position in Gabelli Equity Trust in Q2 2020 and has held it in 9 quarters since.
B. Riley Wealth Management's Gabelli Equity Trust position peaked at $549K in Q4 2021.
158 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.