JPLA
GAM

Joseph P. Lucia & Associates’s General American Investors Company GAM Stock Holding History

Joseph P. Lucia & Associates’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-504
Closed -$21K – 460
2022
Q1 		$21K Buy
+504
New +$20.9K 0.01% 257

Other funds holding GAM

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Joseph P. Lucia & Associates's GAM Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of General American Investors Company (GAM) in Q2 2022, closing a stake of 504 shares — an estimated $21K sold.

Joseph P. Lucia & Associates first reported a position in GAM in Q1 2022 and held it in 1 quarter. The position peaked at $21K in Q1 2022. 66 funds tracked by Wall St. Rank hold GAM as of Q2 2022.

  • Joseph P. Lucia & Associates reported no remaining General American Investors Company position as of Q2 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 504 General American Investors Company shares in Q2 2022, an estimated $21K.
  • Joseph P. Lucia & Associates first reported a position in General American Investors Company in Q1 2022 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's General American Investors Company position peaked at $21K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.