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Imprint Wealth’s Gabelli Equity Trust GAB Stock Holding History

Imprint Wealth’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 		$472K Buy
+86,912
New +$460K 0.11% 172

Other funds holding GAB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
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
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

Imprint Wealth's GAB Position: Q1 2024 in Review

Imprint Wealth opened a new position in Gabelli Equity Trust (GAB) in Q1 2024: 86,912 shares worth $472K. The stake represents 0.11% of the portfolio and ranks #172 among its holdings.

192 funds tracked by Wall St. Rank hold GAB as of Q1 2024.

  • Imprint Wealth held 86,912 shares of Gabelli Equity Trust worth $472K as of Q1 2024.
  • Gabelli Equity Trust was a new Imprint Wealth position in Q1 2024.
  • Gabelli Equity Trust made up 0.11% of Imprint Wealth's portfolio in Q1 2024, its #172 holding.
  • 192 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.