BDO Wealth Advisors’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

BDO Wealth Advisors’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 Q2	$53.4K	Hold	5,359	–	–	0.01%	422
2023 Q1	$54.1K	Sell	5,359 -523	-9%	-$5.31K	0.01%	414
2022 Q4	$60.5K	Sell	5,882 -334	-5%	-$3.35K	0.01%	387
2022 Q3	$59K	Hold	6,216	–	–	0.01%	384
2022 Q2	$67K	Hold	6,216	–	–	0.01%	376
2022 Q1	$80K	Sell	6,216 -6,990	-53%	-$89.2K	0.01%	362
2021 Q4	$179K	Sell	13,206 -1,807	-12%	-$24K	0.02%	292
2021 Q3	$198K	Sell	15,013 -3,193	-18%	-$43.3K	0.02%	281
2021 Q2	$246K	Hold	18,206	–	–	0.03%	261
2021 Q1	$227K	Buy	+18,206	New	+$223K	0.03%	268

Other funds holding GRX

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

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

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

BDO Wealth Advisors's GRX Position: Q2 2023 in Review

BDO Wealth Advisors held its Gabelli Healthcare & Wellness Trust (GRX) position steady in Q2 2023 at 5,359 shares worth $53.4K. The position accounts for 0.01% of the portfolio, ranked #422.

BDO Wealth Advisors first reported a position in GRX in Q1 2021 and has held it in 10 quarters since. The position peaked at $246K in Q2 2021. 70 funds tracked by Wall St. Rank hold GRX as of Q2 2023.

BDO Wealth Advisors held 5,359 shares of Gabelli Healthcare & Wellness Trust worth $53.4K as of Q2 2023.
BDO Wealth Advisors left its Gabelli Healthcare & Wellness Trust share count unchanged in Q2 2023.
Gabelli Healthcare & Wellness Trust made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #422 holding.
BDO Wealth Advisors first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Gabelli Healthcare & Wellness Trust position peaked at $246K in Q2 2021.
70 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.