Valeo Financial Advisors’s General American Investors Company GAM Stock Holding History

Valeo Financial Advisors’s Portfolio GAM Stock Details GAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,646	Closed	-$236K	–	658
2023 Q2	$236K	Hold	5,646	–	–	0.01%	496
2023 Q1	$220K	Sell	5,646 -31	-0.5%	-$1.18K	0.01%	525
2022 Q4	$205K	Buy	+5,677	New	+$206K	0.01%	483
2022 Q2	–	Sell	-5,646	Closed	-$240K	–	564
2022 Q1	$240K	Buy	+5,646	New	+$234K	0.01%	502
2021 Q2	–	Sell	-1,429	Closed	-$57K	–	1012
2021 Q1	$57K	Hold	1,429	–	–	﹤0.01%	815
2020 Q4	$53K	Buy	+1,429	New	+$50.7K	﹤0.01%	764

Other funds holding GAM

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valeo Financial Advisors's GAM Position: Q3 2023 in Review

Valeo Financial Advisors sold out of General American Investors Company (GAM) in Q3 2023, closing a stake of 5,646 shares — an estimated $236K sold.

Valeo Financial Advisors first reported a position in GAM in Q4 2020 and held it in 6 quarters. The position peaked at $240K in Q1 2022. 76 funds tracked by Wall St. Rank hold GAM as of Q3 2023.

Valeo Financial Advisors reported no remaining General American Investors Company position as of Q3 2023 after selling out during the quarter.
Valeo Financial Advisors sold 5,646 General American Investors Company shares in Q3 2023, an estimated $236K.
Valeo Financial Advisors first reported a position in General American Investors Company in Q4 2020 and held it in 6 quarters.
Valeo Financial Advisors's General American Investors Company position peaked at $240K in Q1 2022.
76 funds tracked by Wall St. Rank held General American Investors Company as of Q3 2023.

Based on Valeo Financial Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.