FEG
GRX

Financial Enhancement Group’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Financial Enhancement Group’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
Q2 		– Sell
-2,402
Closed -$30K – 286
2021
Q1 		$30K Hold
2,402
– – 0.01% 138
2020
Q4 		$29K Buy
+2,402
New +$26.6K 0.01% 157

Other funds holding GRX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return

Financial Enhancement Group's GRX Position: Q2 2021 in Review

Financial Enhancement Group sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q2 2021, closing a stake of 2,402 shares — an estimated $30K sold.

Financial Enhancement Group first reported a position in GRX in Q4 2020 and held it in 2 quarters. The position peaked at $30K in Q1 2021. 68 funds tracked by Wall St. Rank hold GRX as of Q2 2021.

  • Financial Enhancement Group reported no remaining Gabelli Healthcare & Wellness Trust position as of Q2 2021 after selling out during the quarter.
  • Financial Enhancement Group sold 2,402 Gabelli Healthcare & Wellness Trust shares in Q2 2021, an estimated $30K.
  • Financial Enhancement Group first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2020 and held it in 2 quarters.
  • Financial Enhancement Group's Gabelli Healthcare & Wellness Trust position peaked at $30K in Q1 2021.
  • 68 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2021.

Based on Financial Enhancement Group's 13F filing for Q2 2021, filed 10 Aug 2021.