Coppell Advisory Solutions’s Gabelli Equity Trust GAB Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-2,643	Closed	-$14.2K	–	910
2024 Q4	$14.2K	Hold	2,643	–	–	﹤0.01%	993
2024 Q3	$14.5K	Hold	2,643	–	–	﹤0.01%	976
2024 Q2	$13.7K	Buy	+2,643	New	+$14.2K	﹤0.01%	912
2023 Q4	$13.4K	Buy	2,643 +457	+21%	+$2.29K	﹤0.01%	859
2023 Q3	$12K	Sell	2,186 -9,865	-82%	-$54.2K	﹤0.01%	583
2023 Q2	$69.5K	Sell	12,051 -4,934	-29%	-$27.6K	0.02%	308
2023 Q1	$95.8K	Buy	16,985 +15,842	+1,386%	+$90.7K	0.03%	197
2022 Q4	$6.26K	Buy	+1,143	New	+$6.35K	﹤0.01%	684
2020 Q4	$200K	Buy	+32,601	New	+$188K	0.1%	151

Other funds holding GAB

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

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

PTC

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

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

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 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

Coppell Advisory Solutions's GAB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Gabelli Equity Trust (GAB) in Q1 2025, closing a stake of 2,643 shares — an estimated $14.2K sold.

Coppell Advisory Solutions first reported a position in GAB in Q4 2020 and held it in 9 quarters. The position peaked at $200K in Q4 2020. 187 funds tracked by Wall St. Rank hold GAB as of Q1 2025.

Coppell Advisory Solutions reported no remaining Gabelli Equity Trust position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 2,643 Gabelli Equity Trust shares in Q1 2025, an estimated $14.2K.
Coppell Advisory Solutions first reported a position in Gabelli Equity Trust in Q4 2020 and held it in 9 quarters.
Coppell Advisory Solutions's Gabelli Equity Trust position peaked at $200K in Q4 2020.
187 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.