TSWM
GAB icon

Tyler-Stone Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Tyler-Stone Wealth Management’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
-2,000
Closed -$10.4K – 543
2024
Q2 		$10.4K Buy
+2,000
New +$10.8K ﹤0.01% 649

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

Tyler-Stone Wealth Management's GAB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Gabelli Equity Trust (GAB) in Q3 2024, closing a stake of 2,000 shares — an estimated $10.4K sold.

Tyler-Stone Wealth Management first reported a position in GAB in Q2 2024 and held it in 1 quarter. The position peaked at $10.4K in Q2 2024. 186 funds tracked by Wall St. Rank hold GAB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Gabelli Equity Trust position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 2,000 Gabelli Equity Trust shares in Q3 2024, an estimated $10.4K.
  • Tyler-Stone Wealth Management first reported a position in Gabelli Equity Trust in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Gabelli Equity Trust position peaked at $10.4K in Q2 2024.
  • 186 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.