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David J. Yvars Group’s Gabelli Equity Trust GAB Stock Holding History

David J. Yvars Group’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
Q4 		– Sell
-14,716
Closed -$80.8K – 80
2024
Q3 		$80.8K Sell
14,716
-3,107
-17% -$16.8K 0.05% 78
2024
Q2 		$92.7K Sell
17,823
-4,534
-20% -$24.4K 0.06% 76
2024
Q1 		$123K Buy
22,357
+338
+2% +$1.79K 0.08% 73
2023
Q4 		$112K Sell
22,019
-46
-0.2% -$230 0.09% 73
2023
Q3 		$113K Buy
22,065
+340
+2% +$1.87K 0.09% 75
2023
Q2 		$126K Buy
21,725
+2,290
+12% +$12.8K 0.1% 78
2023
Q1 		$112K Buy
19,435
+254
+1% +$1.45K 0.1% 76
2022
Q4 		$105K Buy
19,181
+246
+1% +$1.37K 0.13% 64
2022
Q3 		$104K Sell
18,935
-3,387
-15% -$20.9K 0.12% 62
2022
Q2 		$138K Buy
22,322
+2,215
+11% +$14.7K 0.19% 58
2022
Q1 		$139K Buy
+20,107
New +$140K 0.1% 79

Other funds holding GAB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

David J. Yvars Group's GAB Position: Q4 2024 in Review

David J. Yvars Group sold out of Gabelli Equity Trust (GAB) in Q4 2024, closing a stake of 14,716 shares — an estimated $80.8K sold.

David J. Yvars Group first reported a position in GAB in Q1 2022 and held it in 11 quarters. The position peaked at $139K in Q1 2022. 199 funds tracked by Wall St. Rank hold GAB as of Q4 2024.

  • David J. Yvars Group reported no remaining Gabelli Equity Trust position as of Q4 2024 after selling out during the quarter.
  • David J. Yvars Group sold 14,716 Gabelli Equity Trust shares in Q4 2024, an estimated $80.8K.
  • David J. Yvars Group first reported a position in Gabelli Equity Trust in Q1 2022 and held it in 11 quarters.
  • David J. Yvars Group's Gabelli Equity Trust position peaked at $139K in Q1 2022.
  • 199 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2024.

Based on David J. Yvars Group's 13F filing for Q4 2024, filed 14 Jan 2025.