Freedom Wealth Alliance’s GDL Fund GDL Stock Holding History

Freedom Wealth Alliance’s Portfolio GDL Stock Details GDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,289	Closed	-$25.8K	–	214
2022 Q4	$25.8K	Buy	+3,289	New	+$26K	0.04%	170

Other funds holding GDL

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

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

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Freedom Wealth Alliance's GDL Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of GDL Fund (GDL) in Q1 2023, closing a stake of 3,289 shares — an estimated $25.8K sold.

Freedom Wealth Alliance first reported a position in GDL in Q4 2022 and held it in 1 quarter. The position peaked at $25.8K in Q4 2022. 31 funds tracked by Wall St. Rank hold GDL as of Q1 2023.

Freedom Wealth Alliance reported no remaining GDL Fund position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 3,289 GDL Fund shares in Q1 2023, an estimated $25.8K.
Freedom Wealth Alliance first reported a position in GDL Fund in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's GDL Fund position peaked at $25.8K in Q4 2022.
31 funds tracked by Wall St. Rank held GDL Fund as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.