SS
GGZ

Sunbelt Securities’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Sunbelt Securities’s Portfolio GGZ Stock Details GGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-95
Closed -$1.14K – 1789
2023
Q2 		$1.14K Buy
+95
New +$1.09K ﹤0.01% 1507

Other funds holding GGZ

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sunbelt Securities's GGZ Position: Q3 2023 in Review

Sunbelt Securities sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q3 2023, closing a stake of 95 shares — an estimated $1.14K sold.

Sunbelt Securities first reported a position in GGZ in Q2 2023 and held it in 1 quarter. The position peaked at $1.14K in Q2 2023. 37 funds tracked by Wall St. Rank hold GGZ as of Q3 2023.

  • Sunbelt Securities reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 95 Gabelli Global Small and Mid-Cap Value Trust shares in Q3 2023, an estimated $1.14K.
  • Sunbelt Securities first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q2 2023 and held it in 1 quarter.
  • Sunbelt Securities's Gabelli Global Small and Mid-Cap Value Trust position peaked at $1.14K in Q2 2023.
  • 37 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.