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Wealth Alliance Advisory Group’s Gabelli Equity Trust GAB Stock Holding History

Wealth Alliance Advisory Group’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
2023
Q4 		– Sell
-15,172
Closed -$77.8K – 188
2023
Q3 		$77.8K Buy
+15,172
New +$83.4K 0.02% 176

Other funds holding GAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Wealth Alliance Advisory Group's GAB Position: Q4 2023 in Review

Wealth Alliance Advisory Group sold out of Gabelli Equity Trust (GAB) in Q4 2023, closing a stake of 15,172 shares — an estimated $77.8K sold.

Wealth Alliance Advisory Group first reported a position in GAB in Q3 2023 and held it in 1 quarter. The position peaked at $77.8K in Q3 2023. 188 funds tracked by Wall St. Rank hold GAB as of Q4 2023.

  • Wealth Alliance Advisory Group reported no remaining Gabelli Equity Trust position as of Q4 2023 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 15,172 Gabelli Equity Trust shares in Q4 2023, an estimated $77.8K.
  • Wealth Alliance Advisory Group first reported a position in Gabelli Equity Trust in Q3 2023 and held it in 1 quarter.
  • Wealth Alliance Advisory Group's Gabelli Equity Trust position peaked at $77.8K in Q3 2023.
  • 188 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2023.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2023, filed 10 Jan 2024.