SWM
GBL

Spire Wealth Management’s GAMCO Investors, Inc. GBL Stock Holding History

Spire Wealth Management’s Portfolio GBL Stock Details GBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,814
Closed -$21K – 2679
2021
Q2 		$21K Buy
3,814
+40
+1% +$911 ﹤0.01% 1858
2021
Q1 		$19K Buy
+3,774
New +$71.4K ﹤0.01% 2178

Other funds holding GBL

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
SMC
S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Spire Wealth Management's GBL Position: Q3 2021 in Review

Spire Wealth Management sold out of GAMCO Investors, Inc. (GBL) in Q3 2021, closing a stake of 3,814 shares — an estimated $21K sold.

Spire Wealth Management first reported a position in GBL in Q1 2021 and held it in 2 quarters. The position peaked at $21K in Q2 2021. 65 funds tracked by Wall St. Rank hold GBL as of Q3 2021.

  • Spire Wealth Management reported no remaining GAMCO Investors, Inc. position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 3,814 GAMCO Investors, Inc. shares in Q3 2021, an estimated $21K.
  • Spire Wealth Management first reported a position in GAMCO Investors, Inc. in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's GAMCO Investors, Inc. position peaked at $21K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held GAMCO Investors, Inc. as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.