Connectus Wealth’s Gabelli Equity Trust GAB Stock Holding History

Connectus Wealth’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
2024 Q1	$109K	Buy	+19,667	New	+$104K	﹤0.01%	362

Other funds holding GAB

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

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

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

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LOPW

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

Connectus Wealth's GAB Position: Q1 2024 in Review

Connectus Wealth opened a new position in Gabelli Equity Trust (GAB) in Q1 2024: 19,667 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings.

192 funds tracked by Wall St. Rank hold GAB as of Q1 2024.

Connectus Wealth held 19,667 shares of Gabelli Equity Trust worth $109K as of Q1 2024.
Gabelli Equity Trust was a new Connectus Wealth position in Q1 2024.
Gabelli Equity Trust made up ﹤0.01% of Connectus Wealth's portfolio in Q1 2024, its #362 holding.
192 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.