FinTrust Capital Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

FinTrust Capital Advisors’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-657	Closed	-$14.9K	–	1396
2024 Q2	$14.9K	Hold	657	–	–	﹤0.01%	828
2024 Q1	$15.1K	Hold	657	–	–	﹤0.01%	788
2023 Q4	$14.2K	Hold	657	–	–	﹤0.01%	769
2023 Q3	$12.8K	Hold	657	–	–	﹤0.01%	743
2023 Q2	$13.5K	Hold	657	–	–	﹤0.01%	723
2023 Q1	$13.5K	Hold	657	–	–	﹤0.01%	720
2022 Q4	$13.5K	Hold	657	–	–	﹤0.01%	717
2022 Q3	$13K	Sell	657 -219	-25%	-$4.66K	﹤0.01%	800
2022 Q2	$19K	Hold	876	–	–	﹤0.01%	740
2022 Q1	$22K	Hold	876	–	–	0.01%	745
2021 Q4	$24K	Hold	876	–	–	0.01%	693
2021 Q3	$23K	Hold	876	–	–	0.01%	703
2021 Q2	$23K	Hold	876	–	–	0.01%	727
2021 Q1	$21K	Buy	+876	New	+$20K	0.01%	706

Other funds holding GDV

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

KIM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

FinTrust Capital Advisors's GDV Position: Q3 2024 in Review

FinTrust Capital Advisors sold out of Gabelli Dividend & Income Trust (GDV) in Q3 2024, closing a stake of 657 shares — an estimated $14.9K sold.

FinTrust Capital Advisors first reported a position in GDV in Q1 2021 and held it in 14 quarters. The position peaked at $24K in Q4 2021. 172 funds tracked by Wall St. Rank hold GDV as of Q3 2024.

FinTrust Capital Advisors reported no remaining Gabelli Dividend & Income Trust position as of Q3 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 657 Gabelli Dividend & Income Trust shares in Q3 2024, an estimated $14.9K.
FinTrust Capital Advisors first reported a position in Gabelli Dividend & Income Trust in Q1 2021 and held it in 14 quarters.
FinTrust Capital Advisors's Gabelli Dividend & Income Trust position peaked at $24K in Q4 2021.
172 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.