Certified Advisory Corp’s General American Investors Company GAM Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-114	Closed	-$5K	–	401
2021 Q1	$5K	Buy	+114	New	+$4.37K	﹤0.01%	671
2020 Q2	$3K	Hold	106	–	–	﹤0.01%	673
2020 Q1	$3K	Hold	106	–	–	﹤0.01%	659
2019 Q4	$4K	Buy	106 +6	+6%	+$221	﹤0.01%	677
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	684
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	701
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	668
2018 Q4	$3K	Buy	100 +7	+8%	+$229	﹤0.01%	663
2018 Q3	$3K	Hold	93	–	–	﹤0.01%	692
2018 Q2	$3K	Buy	93 +1	+1%	+$34	﹤0.01%	667
2018 Q1	$3K	Buy	92 +1	+1%	+$35	﹤0.01%	638
2017 Q4	$3K	Buy	+91	New	+$3.17K	﹤0.01%	599

Other funds holding GAM

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 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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Certified Advisory Corp's GAM Position: Q2 2021 in Review

Certified Advisory Corp sold out of General American Investors Company (GAM) in Q2 2021, closing a stake of 114 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in GAM in Q4 2017 and held it in 12 quarters. The position peaked at $5K in Q1 2021. 71 funds tracked by Wall St. Rank hold GAM as of Q2 2021.

Certified Advisory Corp reported no remaining General American Investors Company position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 114 General American Investors Company shares in Q2 2021, an estimated $5K.
Certified Advisory Corp first reported a position in General American Investors Company in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's General American Investors Company position peaked at $5K in Q1 2021.
71 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.