GRP
GGZ

Global Retirement Partners’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Global Retirement Partners’s Portfolio GGZ Stock Details GGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14
Closed -$158 – 3563
2024
Q2 		$158 Hold
14
– – ﹤0.01% 3436
2024
Q1 		$168 Hold
14
– – ﹤0.01% 3266
2023
Q4 		$159 Buy
+14
New +$148 ﹤0.01% 3248

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Bank of America
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BBPWM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Global Retirement Partners's GGZ Position: Q3 2024 in Review

Global Retirement Partners sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q3 2024, closing a stake of 14 shares — an estimated $158 sold.

Global Retirement Partners first reported a position in GGZ in Q4 2023 and held it in 3 quarters. The position peaked at $168 in Q1 2024. 38 funds tracked by Wall St. Rank hold GGZ as of Q3 2024.

  • Global Retirement Partners reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q3 2024 after selling out during the quarter.
  • Global Retirement Partners sold 14 Gabelli Global Small and Mid-Cap Value Trust shares in Q3 2024, an estimated $158.
  • Global Retirement Partners first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q4 2023 and held it in 3 quarters.
  • Global Retirement Partners's Gabelli Global Small and Mid-Cap Value Trust position peaked at $168 in Q1 2024.
  • 38 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.