IA
GRX

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

IFP 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
2023
Q1 		– Sell
-864
Closed -$9K – 3818
2022
Q4 		$9K Buy
864
+434
+101% +$4.36K ﹤0.01% 3448
2022
Q3 		$5K Buy
430
+4
+0.9% +$45 ﹤0.01% 4031
2022
Q2 		$5K Hold
426
– – ﹤0.01% 3784
2022
Q1 		$5K Buy
+426
New +$5.43K ﹤0.01% 3784
2019
Q1 		$0 Hold
83
– – ﹤0.01% 2771
2018
Q4 		$1K Sell
83
-5,800
-99% -$59.6K ﹤0.01% 3307
2018
Q3 		$65K Hold
5,883
– – ﹤0.01% 1745
2018
Q2 		$59K Hold
5,883
– – ﹤0.01% 1820
2018
Q1 		$61K Hold
5,883
– – ﹤0.01% 1696
2017
Q4 		$61K Buy
5,883
+814
+16% +$8.12K ﹤0.01% 1713
2017
Q3 		$51K Sell
5,069
-30
-0.6% -$312 ﹤0.01% 1979
2017
Q2 		$55K Buy
5,099
+374
+8% +$3.89K ﹤0.01% 1903
2017
Q1 		$47K Hold
4,725
– – ﹤0.01% 1965
2016
Q4 		$45K Sell
4,725
-298
-6% -$2.9K ﹤0.01% 1950
2016
Q3 		$52K Buy
5,023
+298
+6% +$3.26K ﹤0.01% 1784
2016
Q2 		$50K Buy
4,725
+4,642
+5,593% +$47.8K ﹤0.01% 1763
2016
Q1 		$0 Sell
83
-4,417
-98% -$42.2K ﹤0.01% 2794
2015
Q4 		$46K Buy
+4,500
New +$45.6K ﹤0.01% 1669

Other funds holding GRX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

IFP Advisors's GRX Position: Q1 2023 in Review

IFP Advisors sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2023, closing a stake of 864 shares — an estimated $9K sold.

IFP Advisors first reported a position in GRX in Q4 2015 and held it in 18 quarters. The position peaked at $65K in Q3 2018. 69 funds tracked by Wall St. Rank hold GRX as of Q1 2023.

  • IFP Advisors reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 864 Gabelli Healthcare & Wellness Trust shares in Q1 2023, an estimated $9K.
  • IFP Advisors first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's Gabelli Healthcare & Wellness Trust position peaked at $65K in Q3 2018.
  • 69 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.