SWM
GGT

Spire Wealth Management’s Gabelli Multimedia Trust GGT Stock Holding History

Spire Wealth Management’s Portfolio GGT Stock Details GGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-127
Closed -$1K – 2342
2022
Q2 		$1K Buy
+127
New +$973 ﹤0.01% 2513
2022
Q1 		– Sell
-4,787
Closed -$41K – 2658
2021
Q4 		$41K Buy
+4,787
New +$43.2K ﹤0.01% 1815

Other funds holding GGT

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Spire Wealth Management's GGT Position: Q3 2022 in Review

Spire Wealth Management sold out of Gabelli Multimedia Trust (GGT) in Q3 2022, closing a stake of 127 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in GGT in Q4 2021 and held it in 2 quarters. The position peaked at $41K in Q4 2021. 43 funds tracked by Wall St. Rank hold GGT as of Q3 2022.

  • Spire Wealth Management reported no remaining Gabelli Multimedia Trust position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 127 Gabelli Multimedia Trust shares in Q3 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Gabelli Multimedia Trust in Q4 2021 and held it in 2 quarters.
  • Spire Wealth Management's Gabelli Multimedia Trust position peaked at $41K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Gabelli Multimedia Trust as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.