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Farther Finance Advisors’s Gabelli Equity Trust GAB Stock Holding History

Farther Finance Advisors’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
-198
Closed -$1.09K – 4053
2024
Q3 		$1.09K Hold
198
– – ﹤0.01% 3221
2024
Q2 		$1.03K Buy
+198
New +$1.07K ﹤0.01% 3069

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

Farther Finance Advisors's GAB Position: Q4 2024 in Review

Farther Finance Advisors sold out of Gabelli Equity Trust (GAB) in Q4 2024, closing a stake of 198 shares — an estimated $1.09K sold.

Farther Finance Advisors first reported a position in GAB in Q2 2024 and held it in 2 quarters. The position peaked at $1.09K in Q3 2024. 199 funds tracked by Wall St. Rank hold GAB as of Q4 2024.

  • Farther Finance Advisors reported no remaining Gabelli Equity Trust position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 198 Gabelli Equity Trust shares in Q4 2024, an estimated $1.09K.
  • Farther Finance Advisors first reported a position in Gabelli Equity Trust in Q2 2024 and held it in 2 quarters.
  • Farther Finance Advisors's Gabelli Equity Trust position peaked at $1.09K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.