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Strategic Financial Concepts’s Gabelli Equity Trust GAB Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-10,840
Closed -$2K – 412
2024
Q2 		$2K Buy
+10,840
New +$58.4K ﹤0.01% 555

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Royal Bank of Canada
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

Strategic Financial Concepts's GAB Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Gabelli Equity Trust (GAB) in Q3 2024, closing a stake of 10,840 shares — an estimated $2K sold.

Strategic Financial Concepts first reported a position in GAB in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 186 funds tracked by Wall St. Rank hold GAB as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Gabelli Equity Trust position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 10,840 Gabelli Equity Trust shares in Q3 2024, an estimated $2K.
  • Strategic Financial Concepts first reported a position in Gabelli Equity Trust in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Gabelli Equity Trust position peaked at $2K in Q2 2024.
  • 186 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.