LWANC
GDL

Laurel Wealth Advisors (North Carolina)’s GDL Fund GDL Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio GDL Stock Details GDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$802 – 711
2024
Q4 		$802 Buy
+100
New +$810 ﹤0.01% 679

Other funds holding GDL

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s GDL Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of GDL Fund (GDL) in Q1 2025, closing a stake of 100 shares — an estimated $802 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in GDL in Q4 2024 and held it in 1 quarter. The position peaked at $802 in Q4 2024. 22 funds tracked by Wall St. Rank hold GDL as of Q1 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining GDL Fund position as of Q1 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 GDL Fund shares in Q1 2025, an estimated $802.
  • Laurel Wealth Advisors (North Carolina) first reported a position in GDL Fund in Q4 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s GDL Fund position peaked at $802 in Q4 2024.
  • 22 funds tracked by Wall St. Rank held GDL Fund as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.