GI
GGZ

Gradient Investments’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Gradient Investments’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
2023
Q4 		– Sell
-400
Closed -$4.14K – 1862
2023
Q3 		$4.14K Buy
+400
New +$4.65K ﹤0.01% 999

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Gradient Investments's GGZ Position: Q4 2023 in Review

Gradient Investments sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q4 2023, closing a stake of 400 shares — an estimated $4.14K sold.

Gradient Investments first reported a position in GGZ in Q3 2023 and held it in 1 quarter. The position peaked at $4.14K in Q3 2023. 38 funds tracked by Wall St. Rank hold GGZ as of Q4 2023.

  • Gradient Investments reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 400 Gabelli Global Small and Mid-Cap Value Trust shares in Q4 2023, an estimated $4.14K.
  • Gradient Investments first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's Gabelli Global Small and Mid-Cap Value Trust position peaked at $4.14K in Q3 2023.
  • 38 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.