PFS
GRX

Prospera Financial Services’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Prospera Financial 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
2022
Q2 		– Sell
-3,114
Closed -$40K – 2022
2022
Q1 		$40K Buy
+3,114
New +$39.7K ﹤0.01% 1463

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
BA
Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return

Prospera Financial Services's GRX Position: Q2 2022 in Review

Prospera Financial Services sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q2 2022, closing a stake of 3,114 shares — an estimated $40K sold.

Prospera Financial Services first reported a position in GRX in Q1 2022 and held it in 1 quarter. The position peaked at $40K in Q1 2022. 66 funds tracked by Wall St. Rank hold GRX as of Q2 2022.

  • Prospera Financial Services reported no remaining Gabelli Healthcare & Wellness Trust position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 3,114 Gabelli Healthcare & Wellness Trust shares in Q2 2022, an estimated $40K.
  • Prospera Financial Services first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Gabelli Healthcare & Wellness Trust position peaked at $40K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.