WE
GGT

Wealth Effects’s Gabelli Multimedia Trust GGT Stock Holding History

Wealth Effects’s Portfolio GGT Stock Details GGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,951
Closed -$104K – 198
2022
Q3 		$104K Hold
16,951
– – 0.06% 175
2022
Q2 		$121K Sell
16,951
-2,540
-13% -$19.5K 0.07% 177
2022
Q1 		$177K Hold
19,491
– – 0.08% 187
2021
Q4 		$167K Buy
+19,491
New +$176K 0.07% 201

Other funds holding GGT

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Wealth Effects's GGT Position: Q4 2022 in Review

Wealth Effects sold out of Gabelli Multimedia Trust (GGT) in Q4 2022, closing a stake of 16,951 shares — an estimated $104K sold.

Wealth Effects first reported a position in GGT in Q4 2021 and held it in 4 quarters. The position peaked at $177K in Q1 2022. 39 funds tracked by Wall St. Rank hold GGT as of Q4 2022.

  • Wealth Effects reported no remaining Gabelli Multimedia Trust position as of Q4 2022 after selling out during the quarter.
  • Wealth Effects sold 16,951 Gabelli Multimedia Trust shares in Q4 2022, an estimated $104K.
  • Wealth Effects first reported a position in Gabelli Multimedia Trust in Q4 2021 and held it in 4 quarters.
  • Wealth Effects's Gabelli Multimedia Trust position peaked at $177K in Q1 2022.
  • 39 funds tracked by Wall St. Rank held Gabelli Multimedia Trust as of Q4 2022.

Based on Wealth Effects's 13F filing for Q4 2022, filed 2 Feb 2023.