FFG
GRX

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

Ford Financial 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
2022
Q1 		– Sell
-30
Closed – – 259
2021
Q4 		$0 Buy
+30
New +$398 ﹤0.01% 504
2021
Q3 		– Sell
-30
Closed – – 272
2021
Q2 		$0 Buy
+30
New +$394 ﹤0.01% 574
2020
Q4 		– Sell
-21,335
Closed -$220K – 100
2020
Q3 		$220K Sell
21,335
-2,700
-11% -$28.2K 0.12% 78
2020
Q2 		$241K Buy
24,035
+81
+0.3% +$803 0.13% 76
2020
Q1 		$207K Buy
23,954
+1,974
+9% +$20.9K 0.14% 77
2019
Q4 		$253K Buy
21,980
+634
+3% +$6.84K 0.15% 74
2019
Q3 		$222K Buy
21,346
+3,024
+17% +$31.8K 0.14% 75
2019
Q2 		$193K Buy
18,322
+5,025
+38% +$52.7K 0.13% 80
2019
Q1 		$139K Buy
13,297
+2,025
+18% +$20.5K 0.1% 68
2018
Q4 		$104K Buy
+11,272
New +$116K 0.08% 58

Other funds holding GRX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ford Financial Group's GRX Position: Q1 2022 in Review

Ford Financial Group sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2022, closing a stake of 30 shares.

Ford Financial Group first reported a position in GRX in Q4 2018 and held it in 10 quarters. The position peaked at $253K in Q4 2019. 66 funds tracked by Wall St. Rank hold GRX as of Q1 2022.

  • Ford Financial Group reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 30 Gabelli Healthcare & Wellness Trust shares in Q1 2022.
  • Ford Financial Group first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2018 and held it in 10 quarters.
  • Ford Financial Group's Gabelli Healthcare & Wellness Trust position peaked at $253K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.