Sound View Wealth Advisors Group’s Gabelli Equity Trust GAB Stock Holding History

Sound View Wealth Advisors Group’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-35,000	Closed	-$188K	–	420
2024 Q4	$188K	Hold	35,000	–	–	0.02%	408
2024 Q3	$192K	Buy	+35,000	New	+$189K	0.02%	400
2024 Q1	–	Sell	-35,000	Closed	-$178K	–	380
2023 Q4	$178K	Hold	35,000	–	–	0.02%	374
2023 Q3	$180K	Buy	+35,000	New	+$192K	0.02%	352
2023 Q1	–	Sell	-35,000	Closed	-$178K	–	382
2022 Q4	$178K	Buy	+35,000	New	+$194K	0.02%	374

Other funds holding GAB

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

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

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

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

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

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

Sound View Wealth Advisors Group's GAB Position: Q1 2025 in Review

Sound View Wealth Advisors Group sold out of Gabelli Equity Trust (GAB) in Q1 2025, closing a stake of 35,000 shares — an estimated $188K sold.

Sound View Wealth Advisors Group first reported a position in GAB in Q4 2022 and held it in 5 quarters. The position peaked at $192K in Q3 2024. 187 funds tracked by Wall St. Rank hold GAB as of Q1 2025.

Sound View Wealth Advisors Group reported no remaining Gabelli Equity Trust position as of Q1 2025 after selling out during the quarter.
Sound View Wealth Advisors Group sold 35,000 Gabelli Equity Trust shares in Q1 2025, an estimated $188K.
Sound View Wealth Advisors Group first reported a position in Gabelli Equity Trust in Q4 2022 and held it in 5 quarters.
Sound View Wealth Advisors Group's Gabelli Equity Trust position peaked at $192K in Q3 2024.
187 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2025, filed 8 May 2025.