Filbrandt Wealth Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Filbrandt Wealth Management’s Portfolio GRX Stock Details GRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$3K	Buy	+216	New	+$2.93K	﹤0.01%	161

Other funds holding GRX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return

Filbrandt Wealth Management's GRX Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Gabelli Healthcare & Wellness Trust (GRX) in Q3 2021: 216 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #161 among its holdings.

62 funds tracked by Wall St. Rank hold GRX as of Q3 2021.

Filbrandt Wealth Management held 216 shares of Gabelli Healthcare & Wellness Trust worth $3K as of Q3 2021.
Gabelli Healthcare & Wellness Trust was a new Filbrandt Wealth Management position in Q3 2021.
Gabelli Healthcare & Wellness Trust made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #161 holding.
62 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.