PrairieView Partners’s Gabelli Equity Trust GAB Stock Holding History

PrairieView 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 Q1	–	Sell	-2,109	Closed	-$11K	–	443
2022 Q4	$11K	Buy	+2,109	New	+$11.7K	﹤0.01%	310

Other funds holding GAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

PrairieView Partners's GAB Position: Q1 2023 in Review

PrairieView Partners sold out of Gabelli Equity Trust (GAB) in Q1 2023, closing a stake of 2,109 shares — an estimated $11K sold.

PrairieView Partners first reported a position in GAB in Q4 2022 and held it in 1 quarter. The position peaked at $11K in Q4 2022. 156 funds tracked by Wall St. Rank hold GAB as of Q1 2023.

PrairieView Partners reported no remaining Gabelli Equity Trust position as of Q1 2023 after selling out during the quarter.
PrairieView Partners sold 2,109 Gabelli Equity Trust shares in Q1 2023, an estimated $11K.
PrairieView Partners first reported a position in Gabelli Equity Trust in Q4 2022 and held it in 1 quarter.
PrairieView Partners's Gabelli Equity Trust position peaked at $11K in Q4 2022.
156 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2023.

Based on PrairieView Partners's 13F filing for Q1 2023, filed 8 May 2023.