WP
GRX

WealthPLAN Partners’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

WealthPLAN Partners’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-234
Closed -$2.33K – 631
2023
Q2 		$2.33K Hold
234
– – ﹤0.01% 1055
2023
Q1 		$2.36K Buy
+234
New +$2.38K ﹤0.01% 1110
2016
Q3 		$469 Sell
45
-45
-50% -$492 ﹤0.01% 921
2016
Q2 		$480 Buy
+90
New +$926 ﹤0.01% 2368

Other funds holding GRX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

WealthPLAN Partners's GRX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q3 2023, closing a stake of 234 shares — an estimated $2.33K sold.

WealthPLAN Partners first reported a position in GRX in Q2 2016 and held it in 4 quarters. The position peaked at $2.36K in Q1 2023. 70 funds tracked by Wall St. Rank hold GRX as of Q3 2023.

  • WealthPLAN Partners reported no remaining Gabelli Healthcare & Wellness Trust position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 234 Gabelli Healthcare & Wellness Trust shares in Q3 2023, an estimated $2.33K.
  • WealthPLAN Partners first reported a position in Gabelli Healthcare & Wellness Trust in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Gabelli Healthcare & Wellness Trust position peaked at $2.36K in Q1 2023.
  • 70 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.