Platform Technology Partners’s Gabelli Equity Trust GAB Stock Holding History

Platform Technology Partners’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 Q4	–	Sell	-14,600	Closed	-$74.9K	–	215
2023 Q3	$74.9K	Buy	14,600 +131	+0.9%	+$720	0.04%	186
2023 Q2	$82.8K	Buy	+14,469	New	+$81K	0.04%	191
2022 Q1	–	Sell	-60,350	Closed	-$434K	–	224
2021 Q4	$434K	Buy	60,350 +464	+0.8%	+$3.26K	0.19%	123
2021 Q3	$398K	Sell	59,886 -99,301	-62%	-$673K	0.18%	138
2021 Q2	$1.1M	Buy	+159,187	New	+$1.12M	0.45%	56
2020 Q4	$90K	Hold	14,680	–	–	0.04%	219
2020 Q3	$73K	Hold	14,680	–	–	0.04%	191
2020 Q2	$72K	Buy	+14,680	New	+$67.1K	0.05%	185

Other funds holding GAB

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Platform Technology Partners's GAB Position: Q4 2023 in Review

Platform Technology Partners sold out of Gabelli Equity Trust (GAB) in Q4 2023, closing a stake of 14,600 shares — an estimated $74.9K sold.

Platform Technology Partners first reported a position in GAB in Q2 2020 and held it in 8 quarters. The position peaked at $1.1M in Q2 2021. 188 funds tracked by Wall St. Rank hold GAB as of Q4 2023.

Platform Technology Partners reported no remaining Gabelli Equity Trust position as of Q4 2023 after selling out during the quarter.
Platform Technology Partners sold 14,600 Gabelli Equity Trust shares in Q4 2023, an estimated $74.9K.
Platform Technology Partners first reported a position in Gabelli Equity Trust in Q2 2020 and held it in 8 quarters.
Platform Technology Partners's Gabelli Equity Trust position peaked at $1.1M in Q2 2021.
188 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2023.

Based on Platform Technology Partners's 13F filing for Q4 2023, filed 13 Feb 2024.