Prevail Innovative Wealth Advisors’s GAMCO Global Gold, Natural Resources & Income Trust GGN Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio GGN Stock Details GGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-296,327	Closed	-$1.14M	–	163
2024 Q1	$1.14M	Buy	296,327 +73,321	+33%	+$276K	0.43%	84
2023 Q4	$839K	Buy	223,006 +105,218	+89%	+$388K	0.4%	71
2023 Q3	$431K	Buy	117,788 +65,596	+126%	+$246K	0.22%	96
2023 Q2	$195K	Buy	+52,192	New	+$195K	0.11%	102

Other funds holding GGN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Prevail Innovative Wealth Advisors's GGN Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of GAMCO Global Gold, Natural Resources & Income Trust (GGN) in Q2 2024, closing a stake of 296,327 shares — an estimated $1.14M sold.

Prevail Innovative Wealth Advisors first reported a position in GGN in Q2 2023 and held it in 4 quarters. The position peaked at $1.14M in Q1 2024. 122 funds tracked by Wall St. Rank hold GGN as of Q2 2024.

Prevail Innovative Wealth Advisors reported no remaining GAMCO Global Gold, Natural Resources & Income Trust position as of Q2 2024 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 296,327 GAMCO Global Gold, Natural Resources & Income Trust shares in Q2 2024, an estimated $1.14M.
Prevail Innovative Wealth Advisors first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q2 2023 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $1.14M in Q1 2024.
122 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.