RWM
GGZ

Ruedi Wealth Management’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Ruedi Wealth Management’s Portfolio GGZ Stock Details GGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-89
Closed -$1.04K – 237
2023
Q1 		$1.04K Buy
+89
New +$1.07K ﹤0.01% 234

Other funds holding GGZ

AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ruedi Wealth Management's GGZ Position: Q2 2023 in Review

Ruedi Wealth Management sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q2 2023, closing a stake of 89 shares — an estimated $1.04K sold.

Ruedi Wealth Management first reported a position in GGZ in Q1 2023 and held it in 1 quarter. The position peaked at $1.04K in Q1 2023. 40 funds tracked by Wall St. Rank hold GGZ as of Q2 2023.

  • Ruedi Wealth Management reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q2 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 89 Gabelli Global Small and Mid-Cap Value Trust shares in Q2 2023, an estimated $1.04K.
  • Ruedi Wealth Management first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q1 2023 and held it in 1 quarter.
  • Ruedi Wealth Management's Gabelli Global Small and Mid-Cap Value Trust position peaked at $1.04K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2023.

Based on Ruedi Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.