Global Wealth Management Investment Advisory’s Gabelli Equity Trust GAB Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-429	Closed	-$2.18K	–	254
2023 Q4	$2.18K	Hold	429	–	–	﹤0.01%	394
2023 Q3	$2.2K	Hold	429	–	–	﹤0.01%	375
2023 Q2	$2.49K	Buy	+429	New	+$2.4K	﹤0.01%	375
2022 Q3	–	Sell	-429	Closed	-$3K	–	266
2022 Q2	$3K	Hold	429	–	–	﹤0.01%	377
2022 Q1	$3K	Hold	429	–	–	﹤0.01%	388
2021 Q4	$3K	Hold	429	–	–	﹤0.01%	379
2021 Q3	$3K	Hold	429	–	–	﹤0.01%	390
2021 Q2	$3K	Sell	429 -10	-2%	-$70	﹤0.01%	369
2021 Q1	$3K	Hold	439	–	–	﹤0.01%	389
2020 Q4	$3K	Hold	439	–	–	﹤0.01%	370
2020 Q3	$2K	Sell	439 -1,125	-72%	-$5.76K	﹤0.01%	382
2020 Q2	$8K	Hold	1,564	–	–	﹤0.01%	375
2020 Q1	$7K	Hold	1,564	–	–	﹤0.01%	375
2019 Q4	$9K	Hold	1,564	–	–	﹤0.01%	363
2019 Q3	$9K	Sell	1,564 -17,496	-92%	-$104K	﹤0.01%	341
2019 Q2	$115K	Buy	19,060 +17,496	+1,119%	+$105K	0.06%	126
2019 Q1	$9K	Hold	1,564	–	–	﹤0.01%	394
2018 Q4	$8K	Buy	+1,564	New	+$8.96K	﹤0.01%	422

Other funds holding GAB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Global Wealth Management Investment Advisory's GAB Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Gabelli Equity Trust (GAB) in Q1 2024, closing a stake of 429 shares — an estimated $2.18K sold.

Global Wealth Management Investment Advisory first reported a position in GAB in Q4 2018 and held it in 18 quarters. The position peaked at $115K in Q2 2019. 192 funds tracked by Wall St. Rank hold GAB as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Gabelli Equity Trust position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 429 Gabelli Equity Trust shares in Q1 2024, an estimated $2.18K.
Global Wealth Management Investment Advisory first reported a position in Gabelli Equity Trust in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Gabelli Equity Trust position peaked at $115K in Q2 2019.
192 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.