Buckingham Strategic Wealth
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Buckingham Strategic Wealth’s General American Investors Company GAM Stock Holding History

Buckingham Strategic Wealth’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,200
Closed -$305K – 557
2020
Q4 		$305K Buy
+8,200
New +$291K 0.02% 415
2020
Q2 		– Sell
-8,200
Closed -$225K – 427
2020
Q1 		$225K Buy
+8,200
New +$284K 0.02% 403

Other funds holding GAM

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Buckingham Strategic Wealth's GAM Position: Q1 2021 in Review

Buckingham Strategic Wealth sold out of General American Investors Company (GAM) in Q1 2021, closing a stake of 8,200 shares — an estimated $305K sold.

Buckingham Strategic Wealth first reported a position in GAM in Q1 2020 and held it in 2 quarters. The position peaked at $305K in Q4 2020. 72 funds tracked by Wall St. Rank hold GAM as of Q1 2021.

  • Buckingham Strategic Wealth reported no remaining General American Investors Company position as of Q1 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 8,200 General American Investors Company shares in Q1 2021, an estimated $305K.
  • Buckingham Strategic Wealth first reported a position in General American Investors Company in Q1 2020 and held it in 2 quarters.
  • Buckingham Strategic Wealth's General American Investors Company position peaked at $305K in Q4 2020.
  • 72 funds tracked by Wall St. Rank held General American Investors Company as of Q1 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2021, filed 30 Apr 2021.