PIAS
GRX

PCA Investment Advisory Services’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

PCA Investment Advisory Services’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
2023
Q3 		– Sell
-600
Closed -$5.98K – 235
2023
Q2 		$5.98K Buy
+600
New +$6K ﹤0.01% 420

Other funds holding GRX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

PCA Investment Advisory Services's GRX Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q3 2023, closing a stake of 600 shares — an estimated $5.98K sold.

PCA Investment Advisory Services first reported a position in GRX in Q2 2023 and held it in 1 quarter. The position peaked at $5.98K in Q2 2023. 70 funds tracked by Wall St. Rank hold GRX as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Gabelli Healthcare & Wellness Trust position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 600 Gabelli Healthcare & Wellness Trust shares in Q3 2023, an estimated $5.98K.
  • PCA Investment Advisory Services first reported a position in Gabelli Healthcare & Wellness Trust in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Gabelli Healthcare & Wellness Trust position peaked at $5.98K in Q2 2023.
  • 70 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.