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YorkBridge Wealth Partners’s Gabelli Equity Trust GAB Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$82.2K Hold
15,000
– – 0.02% 254
2022
Q3 		$83K Hold
15,000
– – 0.02% 271
2022
Q2 		$92K Buy
+15,000
New +$99.8K 0.02% 275

Other funds holding GAB

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

YorkBridge Wealth Partners's GAB Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Gabelli Equity Trust (GAB) position steady in Q4 2022 at 15,000 shares worth $82.2K. The position accounts for 0.02% of the portfolio, ranked #254.

YorkBridge Wealth Partners first reported a position in GAB in Q2 2022 and has held it in 3 quarters since. The position peaked at $92K in Q2 2022. 173 funds tracked by Wall St. Rank hold GAB as of Q4 2022.

  • YorkBridge Wealth Partners held 15,000 shares of Gabelli Equity Trust worth $82.2K as of Q4 2022.
  • YorkBridge Wealth Partners left its Gabelli Equity Trust share count unchanged in Q4 2022.
  • Gabelli Equity Trust made up 0.02% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #254 holding.
  • YorkBridge Wealth Partners first reported a position in Gabelli Equity Trust in Q2 2022 and has held it in 3 quarters since.
  • YorkBridge Wealth Partners's Gabelli Equity Trust position peaked at $92K in Q2 2022.
  • 173 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.