WCM
GBL

Wealthcare Capital Management’s GAMCO Investors, Inc. GBL Stock Holding History

Wealthcare Capital Management’s Portfolio GBL Stock Details GBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-84
Closed -$2K – 739
2021
Q1 		$2K Buy
+84
New +$1.59K ﹤0.01% 633

Other funds holding GBL

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
SMC
S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthcare Capital Management's GBL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of GAMCO Investors, Inc. (GBL) in Q2 2021, closing a stake of 84 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in GBL in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 64 funds tracked by Wall St. Rank hold GBL as of Q2 2021.

  • Wealthcare Capital Management reported no remaining GAMCO Investors, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 84 GAMCO Investors, Inc. shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in GAMCO Investors, Inc. in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's GAMCO Investors, Inc. position peaked at $2K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held GAMCO Investors, Inc. as of Q2 2021.

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