CA
GRX

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

Cetera 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
2024
Q1 		$2.25M Buy
+220,106
New +$2.15M 0.02% 767

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Cetera Advisors's GRX Position: Q1 2024 in Review

Cetera Advisors opened a new position in Gabelli Healthcare & Wellness Trust (GRX) in Q1 2024: 220,106 shares worth $2.25M. The stake represents 0.02% of the portfolio and ranks #767 among its holdings.

69 funds tracked by Wall St. Rank hold GRX as of Q1 2024.

  • Cetera Advisors held 220,106 shares of Gabelli Healthcare & Wellness Trust worth $2.25M as of Q1 2024.
  • Gabelli Healthcare & Wellness Trust was a new Cetera Advisors position in Q1 2024.
  • Gabelli Healthcare & Wellness Trust made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #767 holding.
  • 69 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.