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Clearview Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History

Clearview Wealth Advisors’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,211
Closed -$24.4K – 311
2023
Q2 		$24.4K Buy
4,211
+114
+3% +$638 0.02% 255
2023
Q1 		$23.5K Buy
4,097
+112
+3% +$641 0.02% 255
2022
Q4 		$21.8K Buy
3,985
+108
+3% +$600 0.02% 236
2022
Q3 		$21K Buy
3,877
+97
+3% +$598 0.02% 250
2022
Q2 		$23K Buy
3,780
+93
+3% +$619 0.02% 259
2022
Q1 		$26K Buy
3,687
+76
+2% +$531 0.02% 263
2021
Q4 		$26K Buy
3,611
+89
+3% +$625 0.02% 301
2021
Q3 		$23K Buy
3,522
+384
+12% +$2.6K 0.01% 315
2021
Q2 		$22K Sell
3,138
-5
-0.2% -$35 0.01% 325
2021
Q1 		$21K Buy
3,143
+68
+2% +$434 0.01% 323
2020
Q4 		$19K Buy
+3,075
New +$17.7K 0.01% 304

Other funds holding GAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Clearview Wealth Advisors's GAB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Gabelli Equity Trust (GAB) in Q3 2023, closing a stake of 4,211 shares — an estimated $24.4K sold.

Clearview Wealth Advisors first reported a position in GAB in Q4 2020 and held it in 11 quarters. The position peaked at $26K in Q1 2022. 165 funds tracked by Wall St. Rank hold GAB as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Gabelli Equity Trust position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 4,211 Gabelli Equity Trust shares in Q3 2023, an estimated $24.4K.
  • Clearview Wealth Advisors first reported a position in Gabelli Equity Trust in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Gabelli Equity Trust position peaked at $26K in Q1 2022.
  • 165 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.