RA
GRX

Rise Advisors’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Rise Advisors’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
Q2 		– Sell
-1,272
Closed -$12.8K – 723
2023
Q1 		$12.8K Buy
1,272
+20
+2% +$203 0.01% 322
2022
Q4 		$12.9K Buy
1,252
+17
+1% +$171 0.01% 314
2022
Q3 		$12K Buy
1,235
+18
+1% +$201 0.01% 311
2022
Q2 		$13K Buy
1,217
+18
+2% +$209 0.01% 297
2022
Q1 		$15K Buy
1,199
+44
+4% +$561 0.01% 284
2021
Q4 		$15.7K Buy
+1,155
New +$15.3K 0.01% 275

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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Rise Advisors's GRX Position: Q2 2023 in Review

Rise Advisors sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q2 2023, closing a stake of 1,272 shares — an estimated $12.8K sold.

Rise Advisors first reported a position in GRX in Q4 2021 and held it in 6 quarters. The position peaked at $15.7K in Q4 2021. 70 funds tracked by Wall St. Rank hold GRX as of Q2 2023.

  • Rise Advisors reported no remaining Gabelli Healthcare & Wellness Trust position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 1,272 Gabelli Healthcare & Wellness Trust shares in Q2 2023, an estimated $12.8K.
  • Rise Advisors first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2021 and held it in 6 quarters.
  • Rise Advisors's Gabelli Healthcare & Wellness Trust position peaked at $15.7K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.