HighTower Advisors
GRX

HighTower Advisors’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

HighTower Advisors’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
2024
Q4 		– Sell
-13,232
Closed -$143K – 3915
2024
Q3 		$143K Buy
13,232
+779
+6% +$8.2K ﹤0.01% 3229
2024
Q2 		$104K Sell
12,453
-1,082
-8% -$10.4K ﹤0.01% 3194
2024
Q1 		$125K Sell
13,535
-1,243
-8% -$12.1K ﹤0.01% 3102
2023
Q4 		$126K Sell
14,778
-10,455
-41% -$89.8K ﹤0.01% 3143
2023
Q3 		$207K Sell
25,233
-362
-1% -$3.46K ﹤0.01% 2888
2023
Q2 		$251K Buy
25,595
+1,334
+5% +$13.3K ﹤0.01% 2686
2023
Q1 		$236K Buy
+24,261
New +$247K ﹤0.01% 2630
2022
Q4 		– Sell
-12,487
Closed -$117K – 3409
2022
Q3 		$117K Buy
+12,487
New +$139K ﹤0.01% 2733

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

HighTower Advisors's GRX Position: Q4 2024 in Review

HighTower Advisors sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q4 2024, closing a stake of 13,232 shares — an estimated $143K sold.

HighTower Advisors first reported a position in GRX in Q3 2022 and held it in 8 quarters. The position peaked at $251K in Q2 2023. 66 funds tracked by Wall St. Rank hold GRX as of Q4 2024.

  • HighTower Advisors reported no remaining Gabelli Healthcare & Wellness Trust position as of Q4 2024 after selling out during the quarter.
  • HighTower Advisors sold 13,232 Gabelli Healthcare & Wellness Trust shares in Q4 2024, an estimated $143K.
  • HighTower Advisors first reported a position in Gabelli Healthcare & Wellness Trust in Q3 2022 and held it in 8 quarters.
  • HighTower Advisors's Gabelli Healthcare & Wellness Trust position peaked at $251K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.