Laidlaw Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Laidlaw Wealth Management’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
2023 Q3	–	Sell	-96,431	Closed	-$559K	–	306
2023 Q2	$559K	Buy	96,431 +22,824	+31%	+$128K	0.11%	190
2023 Q1	$423K	Sell	73,607 -1,734	-2%	-$9.92K	0.09%	217
2022 Q4	$413K	Buy	75,341 +1,200	+2%	+$6.67K	0.09%	214
2022 Q3	$408K	Buy	74,141 +8,100	+12%	+$49.9K	0.1%	193
2022 Q2	$403K	Sell	66,041 -17,350	-21%	-$115K	0.08%	222
2022 Q1	$578K	Buy	83,391 +14,925	+22%	+$104K	0.1%	200
2021 Q4	$492K	Buy	+68,466	New	+$480K	0.08%	224
2021 Q1	–	Sell	-57,655	Closed	-$353K	–	268
2020 Q4	$353K	Buy	+57,655	New	+$332K	0.07%	237

Other funds holding GAB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Laidlaw Wealth Management's GAB Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Gabelli Equity Trust (GAB) in Q3 2023, closing a stake of 96,431 shares — an estimated $559K sold.

Laidlaw Wealth Management first reported a position in GAB in Q4 2020 and held it in 8 quarters. The position peaked at $578K in Q1 2022. 165 funds tracked by Wall St. Rank hold GAB as of Q3 2023.

Laidlaw Wealth Management reported no remaining Gabelli Equity Trust position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 96,431 Gabelli Equity Trust shares in Q3 2023, an estimated $559K.
Laidlaw Wealth Management first reported a position in Gabelli Equity Trust in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Gabelli Equity Trust position peaked at $578K in Q1 2022.
165 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.