MPWT
GRX

MassMutual Private Wealth & Trust’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

MassMutual Private Wealth & Trust’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
2024
Q1 		– Sell
-152
Closed -$1.42K – 2083
2023
Q4 		$1.42K Buy
+152
New +$1.31K ﹤0.01% 1608
2020
Q2 		– Sell
-268
Closed -$2K – 765
2020
Q1 		$2K Buy
+268
New +$2.84K ﹤0.01% 618

Other funds holding GRX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

MassMutual Private Wealth & Trust's GRX Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2024, closing a stake of 152 shares — an estimated $1.42K sold.

MassMutual Private Wealth & Trust first reported a position in GRX in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 69 funds tracked by Wall St. Rank hold GRX as of Q1 2024.

  • MassMutual Private Wealth & Trust reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 152 Gabelli Healthcare & Wellness Trust shares in Q1 2024, an estimated $1.42K.
  • MassMutual Private Wealth & Trust first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2020 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Gabelli Healthcare & Wellness Trust position peaked at $2K in Q1 2020.
  • 69 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.