Fidelity Investments
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Fidelity Investments’s Gabelli Equity Trust GAB Stock Holding History

Fidelity Investments’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
-3
Closed -$16 – 5653
2024
Q3 		$16 Hold
3
– – ﹤0.01% 5383
2024
Q2 		$16 Sell
3
-889
-100% -$4.79K ﹤0.01% 5235
2024
Q1 		$4.92K Buy
892
+891
+89,100% +$4.72K ﹤0.01% 4514
2023
Q4 		$5 Hold
1
– – ﹤0.01% 5370
2023
Q3 		$5 Buy
+1
New +$5 ﹤0.01% 5223
2023
Q2 		– Sell
-273
Closed -$1.57K – 5458
2023
Q1 		$1.57K Buy
+273
New +$1.56K ﹤0.01% 4677
2022
Q4 		– Sell
-1,166
Closed -$6K – 5439
2022
Q3 		$6K Sell
1,166
-1,725
-60% -$10.6K ﹤0.01% 4245
2022
Q2 		$18K Buy
+2,891
New +$19.2K ﹤0.01% 3921
2021
Q3 		– Sell
-1,328
Closed -$9K – 4598
2021
Q2 		$9K Buy
1,328
+356
+37% +$2.5K ﹤0.01% 3578
2021
Q1 		$6K Buy
972
+971
+97,100% +$6.2K ﹤0.01% 3499
2020
Q4 		$0 Buy
+1
New +$6 ﹤0.01% 4002
2020
Q2 		– Sell
-8,034
Closed -$34K – 3800
2020
Q1 		$34K Buy
+8,034
New +$44.2K ﹤0.01% 2845
2019
Q1 		– Sell
-1
Closed – – 3812
2018
Q4 		$0 Hold
1
– – ﹤0.01% 3740
2018
Q3 		$0 Buy
+1
New +$6 ﹤0.01% 3620

Other funds holding GAB

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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