CWM
GBL

Castle Wealth Management’s GAMCO Investors, Inc. GBL Stock Holding History

Castle Wealth Management’s Portfolio GBL Stock Details GBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,500
Closed -$31K – 770
2022
Q2 		$31K Buy
+1,500
New +$31K 0.02% 273

Other funds holding GBL

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMC
S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Wealth Management's GBL Position: Q3 2022 in Review

Castle Wealth Management sold out of GAMCO Investors, Inc. (GBL) in Q3 2022, closing a stake of 1,500 shares — an estimated $31K sold.

Castle Wealth Management first reported a position in GBL in Q2 2022 and held it in 1 quarter. The position peaked at $31K in Q2 2022. 56 funds tracked by Wall St. Rank hold GBL as of Q3 2022.

  • Castle Wealth Management reported no remaining GAMCO Investors, Inc. position as of Q3 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,500 GAMCO Investors, Inc. shares in Q3 2022, an estimated $31K.
  • Castle Wealth Management first reported a position in GAMCO Investors, Inc. in Q2 2022 and held it in 1 quarter.
  • Castle Wealth Management's GAMCO Investors, Inc. position peaked at $31K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held GAMCO Investors, Inc. as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.