ICP
GRX

Interchange Capital Partners’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Interchange Capital Partners’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
2021
Q1 		– Sell
-24
Closed – – 583
2020
Q4 		$0 Buy
+24
New +$266 ﹤0.01% 1200

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GI
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Royal Bank of Canada
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CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
MC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return

Interchange Capital Partners's GRX Position: Q1 2021 in Review

Interchange Capital Partners sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2021, closing a stake of 24 shares.

Interchange Capital Partners first reported a position in GRX in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 69 funds tracked by Wall St. Rank hold GRX as of Q1 2021.

  • Interchange Capital Partners reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 24 Gabelli Healthcare & Wellness Trust shares in Q1 2021.
  • Interchange Capital Partners first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Gabelli Healthcare & Wellness Trust position peaked at $0 in Q4 2020.
  • 69 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.