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

CarsonAllaria 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
2024
Q3 		– Sell
-785
Closed -$17.8K – 409
2024
Q2 		$17.8K Buy
+785
New +$17.6K 0.01% 199

Other funds holding GDV

Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
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

CarsonAllaria Wealth Management's GDV Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of Gabelli Dividend & Income Trust (GDV) in Q3 2024, closing a stake of 785 shares — an estimated $17.8K sold.

CarsonAllaria Wealth Management first reported a position in GDV in Q2 2024 and held it in 1 quarter. The position peaked at $17.8K in Q2 2024. 172 funds tracked by Wall St. Rank hold GDV as of Q3 2024.

  • CarsonAllaria Wealth Management reported no remaining Gabelli Dividend & Income Trust position as of Q3 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 785 Gabelli Dividend & Income Trust shares in Q3 2024, an estimated $17.8K.
  • CarsonAllaria Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q2 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Gabelli Dividend & Income Trust position peaked at $17.8K in Q2 2024.
  • 172 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.