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Steward Partners Investment Solutions’s Gabelli Equity Trust GAB Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		– Sell
-5,350
Closed -$27.2K – 262
2023
Q4 		$27.2K Buy
+5,350
New +$26.8K 0.01% 141

Other funds holding GAB

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Steward Partners Investment Solutions's GAB Position: Q1 2024 in Review

Steward Partners Investment Solutions sold out of Gabelli Equity Trust (GAB) in Q1 2024, closing a stake of 5,350 shares — an estimated $27.2K sold.

Steward Partners Investment Solutions first reported a position in GAB in Q4 2023 and held it in 1 quarter. The position peaked at $27.2K in Q4 2023. 192 funds tracked by Wall St. Rank hold GAB as of Q1 2024.

  • Steward Partners Investment Solutions reported no remaining Gabelli Equity Trust position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Solutions sold 5,350 Gabelli Equity Trust shares in Q1 2024, an estimated $27.2K.
  • Steward Partners Investment Solutions first reported a position in Gabelli Equity Trust in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Solutions's Gabelli Equity Trust position peaked at $27.2K in Q4 2023.
  • 192 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.