Wealthcare Advisory Partners’s General American Investors Company GAM Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-692	Closed	-$28K	–	1048
2021 Q1	$28K	Buy	+692	New	+$26.6K	﹤0.01%	1084
2020 Q2	–	Sell	-458	Closed	-$13K	–	732
2020 Q1	$13K	Sell	458 -1,106	-71%	-$38.3K	﹤0.01%	843
2019 Q4	$59K	Buy	1,564 +98	+7%	+$3.61K	0.01%	513
2019 Q3	$53K	Hold	1,466	–	–	0.01%	519
2019 Q2	$52K	Sell	1,466 -214	-13%	-$7.38K	0.01%	491
2019 Q1	$56K	Sell	1,680 -214	-11%	-$6.78K	0.01%	437
2018 Q4	$54K	Buy	1,894 +129	+7%	+$4.22K	0.01%	415
2018 Q3	$65K	Hold	1,765	–	–	0.01%	416
2018 Q2	$61K	Hold	1,765	–	–	0.01%	427
2018 Q1	$59K	Buy	+1,765	New	+$61.2K	0.01%	367

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

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

BBPWM

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

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

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthcare Advisory Partners's GAM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of General American Investors Company (GAM) in Q2 2021, closing a stake of 692 shares — an estimated $28K sold.

Wealthcare Advisory Partners first reported a position in GAM in Q1 2018 and held it in 10 quarters. The position peaked at $65K in Q3 2018. 71 funds tracked by Wall St. Rank hold GAM as of Q2 2021.

Wealthcare Advisory Partners reported no remaining General American Investors Company position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 692 General American Investors Company shares in Q2 2021, an estimated $28K.
Wealthcare Advisory Partners first reported a position in General American Investors Company in Q1 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's General American Investors Company position peaked at $65K in Q3 2018.
71 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.