Total Clarity Wealth Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Total Clarity Wealth Management’s Portfolio GRX Stock Details GRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,383	Closed	-$90K	–	520
2022 Q2	$90K	Buy	+8,383	New	+$97.2K	0.05%	331
2022 Q1	–	Sell	-7,700	Closed	-$104K	–	486
2021 Q4	$104K	Hold	7,700	–	–	0.05%	308
2021 Q3	$102K	Buy	+7,700	New	+$104K	0.05%	300
2021 Q2	–	Sell	-7,700	Closed	-$96K	–	394
2021 Q1	$96K	Buy	+7,700	New	+$94.5K	0.06%	245
2020 Q2	–	Sell	-15,700	Closed	-$136K	–	128
2020 Q1	$136K	Sell	15,700 -1,500	-9%	-$15.9K	0.21%	93
2019 Q4	$198K	Buy	+17,200	New	+$186K	0.15%	121

Other funds holding GRX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Total Clarity Wealth Management's GRX Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q3 2022, closing a stake of 8,383 shares — an estimated $90K sold.

Total Clarity Wealth Management first reported a position in GRX in Q4 2019 and held it in 6 quarters. The position peaked at $198K in Q4 2019. 65 funds tracked by Wall St. Rank hold GRX as of Q3 2022.

Total Clarity Wealth Management reported no remaining Gabelli Healthcare & Wellness Trust position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 8,383 Gabelli Healthcare & Wellness Trust shares in Q3 2022, an estimated $90K.
Total Clarity Wealth Management first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2019 and held it in 6 quarters.
Total Clarity Wealth Management's Gabelli Healthcare & Wellness Trust position peaked at $198K in Q4 2019.
65 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.