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Northwest Financial Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Northwest Financial Advisors’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7
Closed -$171 – 264
2024
Q3 		$171 Buy
+7
New +$164 ﹤0.01% 545
2024
Q1 		– Sell
-7
Closed -$151 – 246
2023
Q4 		$151 Buy
+7
New +$139 ﹤0.01% 550

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Northwest Financial Advisors's GDV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2024, closing a stake of 7 shares — an estimated $171 sold.

Northwest Financial Advisors first reported a position in GDV in Q4 2023 and held it in 2 quarters. The position peaked at $171 in Q3 2024. 171 funds tracked by Wall St. Rank hold GDV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Gabelli Dividend & Income Trust position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 7 Gabelli Dividend & Income Trust shares in Q4 2024, an estimated $171.
  • Northwest Financial Advisors first reported a position in Gabelli Dividend & Income Trust in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Gabelli Dividend & Income Trust position peaked at $171 in Q3 2024.
  • 171 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.