SFM
GRX

Signet Financial Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Signet Financial Management’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
Q1 		– Sell
-80
Closed -$1K – 671
2021
Q4 		$1K Buy
+80
New +$1.06K ﹤0.01% 1403

Other funds holding GRX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
BA
Bennicas & Associates Portola Valley, California $173M AUM 1.55% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Signet Financial Management's GRX Position: Q1 2022 in Review

Signet Financial Management sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2022, closing a stake of 80 shares — an estimated $1K sold.

Signet Financial Management first reported a position in GRX in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 66 funds tracked by Wall St. Rank hold GRX as of Q1 2022.

  • Signet Financial Management reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2022 after selling out during the quarter.
  • Signet Financial Management sold 80 Gabelli Healthcare & Wellness Trust shares in Q1 2022, an estimated $1K.
  • Signet Financial Management first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2021 and held it in 1 quarter.
  • Signet Financial Management's Gabelli Healthcare & Wellness Trust position peaked at $1K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.