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

Clearview Wealth 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
2023 Q3	–	Sell	-121	Closed	-$1.2K	–	326
2023 Q2	$1.2K	Buy	121 +3	+3%	+$30	﹤0.01%	583
2023 Q1	$1.2K	Buy	118 +1	+0.9%	+$10	﹤0.01%	563
2022 Q4	$1.2K	Buy	117 +2	+2%	+$20	﹤0.01%	515
2022 Q3	$1K	Buy	115 +2	+2%	+$22	﹤0.01%	526
2022 Q2	$1K	Buy	113 +1	+0.9%	+$12	﹤0.01%	532
2022 Q1	$1K	Buy	112 +5	+5%	+$64	﹤0.01%	555
2021 Q4	$1K	Hold	107	–	–	﹤0.01%	639
2021 Q3	$1K	Buy	107 +2	+2%	+$27	﹤0.01%	620
2021 Q2	$1K	Buy	105 +1	+1%	+$13	﹤0.01%	613
2021 Q1	$1K	Buy	104 +1	+1%	+$12	﹤0.01%	582
2020 Q4	$1K	Buy	+103	New	+$1.14K	﹤0.01%	542

Other funds holding GRX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q3 2023, closing a stake of 121 shares — an estimated $1.2K sold.

Clearview Wealth Advisors first reported a position in GRX in Q4 2020 and held it in 11 quarters. The position peaked at $1.2K in Q4 2022. 70 funds tracked by Wall St. Rank hold GRX as of Q3 2023.

Clearview Wealth Advisors reported no remaining Gabelli Healthcare & Wellness Trust position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 121 Gabelli Healthcare & Wellness Trust shares in Q3 2023, an estimated $1.2K.
Clearview Wealth Advisors first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Gabelli Healthcare & Wellness Trust position peaked at $1.2K in Q4 2022.
70 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q3 2023.

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