Clearview Wealth Advisors’s Gabelli Multimedia Trust GGT Stock Holding History

Clearview Wealth Advisors’s Portfolio GGT Stock Details GGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-835	Closed	-$5.41K	–	318
2023 Q2	$5.41K	Buy	835 +28	+3%	+$164	0.01%	420
2023 Q1	$4.49K	Buy	807 +32	+4%	+$180	﹤0.01%	444
2022 Q4	$4.09K	Buy	775 +29	+4%	+$174	﹤0.01%	414
2022 Q3	$5K	Buy	746 +24	+3%	+$171	﹤0.01%	410
2022 Q2	$5K	Buy	722 +22	+3%	+$169	﹤0.01%	429
2022 Q1	$6K	Buy	700 +16	+2%	+$136	﹤0.01%	431
2021 Q4	$6K	Buy	684 +16	+2%	+$144	﹤0.01%	471
2021 Q3	$6K	Buy	668 +16	+2%	+$153	﹤0.01%	480
2021 Q2	$7K	Buy	652 +14	+2%	+$142	﹤0.01%	474
2021 Q1	$6K	Buy	638 +13	+2%	+$116	﹤0.01%	464
2020 Q4	$5K	Buy	+625	New	+$4.46K	﹤0.01%	446

Other funds holding GGT

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Gabelli Multimedia Trust (GGT) in Q3 2023, closing a stake of 835 shares — an estimated $5.41K sold.

Clearview Wealth Advisors first reported a position in GGT in Q4 2020 and held it in 11 quarters. The position peaked at $7K in Q2 2021. 45 funds tracked by Wall St. Rank hold GGT as of Q3 2023.

Clearview Wealth Advisors reported no remaining Gabelli Multimedia Trust position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 835 Gabelli Multimedia Trust shares in Q3 2023, an estimated $5.41K.
Clearview Wealth Advisors first reported a position in Gabelli Multimedia Trust in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Gabelli Multimedia Trust position peaked at $7K in Q2 2021.
45 funds tracked by Wall St. Rank held Gabelli Multimedia Trust as of Q3 2023.

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