HGERS
GGT

Householder Group Estate & Retirement Specialist’s Gabelli Multimedia Trust GGT Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio GGT Stock Details GGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$11K Buy
+2,047
New +$11.5K ﹤0.01% 777
2022
Q4 		– Sell
-2,047
Closed -$12K – 609
2022
Q3 		$12K Buy
+2,047
New +$14.6K ﹤0.01% 687

Other funds holding GGT

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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GGT Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Gabelli Multimedia Trust (GGT) in Q1 2023: 2,047 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in GGT as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in GGT in Q3 2022 and has held it in 2 quarters since. The position peaked at $12K in Q3 2022. 42 funds tracked by Wall St. Rank hold GGT as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 2,047 shares of Gabelli Multimedia Trust worth $11K as of Q1 2023.
  • Gabelli Multimedia Trust was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • Gabelli Multimedia Trust made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #777 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Gabelli Multimedia Trust in Q3 2022 and has held it in 2 quarters since.
  • Householder Group Estate & Retirement Specialist's Gabelli Multimedia Trust position peaked at $12K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held Gabelli Multimedia Trust as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.