Parallel Advisors’s Gabelli Equity Trust GAB Stock Holding History

Parallel 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
2024 Q1	–	Sell	-169	Closed	-$859	–	3351
2023 Q4	$859	Hold	169	–	–	﹤0.01%	2970
2023 Q3	$867	Hold	169	–	–	﹤0.01%	2999
2023 Q2	$980	Hold	169	–	–	﹤0.01%	2942
2023 Q1	$970	Hold	169	–	–	﹤0.01%	2962
2022 Q4	$926	Hold	169	–	–	﹤0.01%	2915
2022 Q3	$1K	Hold	169	–	–	﹤0.01%	2903
2022 Q2	$1K	Buy	+169	New	+$1.12K	﹤0.01%	2762

Other funds holding GAB

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

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

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

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

LOPW

Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

Parallel Advisors's GAB Position: Q1 2024 in Review

Parallel Advisors sold out of Gabelli Equity Trust (GAB) in Q1 2024, closing a stake of 169 shares — an estimated $859 sold.

Parallel Advisors first reported a position in GAB in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 192 funds tracked by Wall St. Rank hold GAB as of Q1 2024.

Parallel Advisors reported no remaining Gabelli Equity Trust position as of Q1 2024 after selling out during the quarter.
Parallel Advisors sold 169 Gabelli Equity Trust shares in Q1 2024, an estimated $859.
Parallel Advisors first reported a position in Gabelli Equity Trust in Q2 2022 and held it in 7 quarters.
Parallel Advisors's Gabelli Equity Trust position peaked at $1K in Q3 2022.
192 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2024.

Based on Parallel Advisors's 13F filing for Q1 2024, filed 6 May 2024.