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OneDigital Investment Advisors’s Gabelli Equity Trust GAB Stock Holding History

OneDigital Investment Advisors’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
Q1 		– Sell
-10,260
Closed -$56.2K – 976
2022
Q4 		$56.2K Buy
+10,260
New +$57K ﹤0.01% 806

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

OneDigital Investment Advisors's GAB Position: Q1 2023 in Review

OneDigital Investment Advisors sold out of Gabelli Equity Trust (GAB) in Q1 2023, closing a stake of 10,260 shares — an estimated $56.2K sold.

OneDigital Investment Advisors first reported a position in GAB in Q4 2022 and held it in 1 quarter. The position peaked at $56.2K in Q4 2022. 156 funds tracked by Wall St. Rank hold GAB as of Q1 2023.

  • OneDigital Investment Advisors reported no remaining Gabelli Equity Trust position as of Q1 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,260 Gabelli Equity Trust shares in Q1 2023, an estimated $56.2K.
  • OneDigital Investment Advisors first reported a position in Gabelli Equity Trust in Q4 2022 and held it in 1 quarter.
  • OneDigital Investment Advisors's Gabelli Equity Trust position peaked at $56.2K in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2023.

Based on OneDigital Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.