1IA
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1620 Investment Advisors’s Unitil UTL Stock Holding History

1620 Investment Advisors’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$206K Sell
3,910
-660
-14% -$34.2K 0.13% 177
2026
Q1 		$239K Sell
4,570
-84
-2% -$4.3K 0.16% 134
2025
Q4 		$225K Sell
4,654
-506
-10% -$24.6K 0.15% 144
2025
Q3 		$247K Sell
5,160
-288
-5% -$14.1K 0.17% 134
2025
Q2 		$284K Sell
5,448
-225
-4% -$12.5K 0.2% 126
2025
Q1 		$327K Sell
5,673
-30
-0.5% -$1.65K 0.25% 117
2024
Q4 		$309K Sell
5,703
-452
-7% -$26.2K 0.23% 125
2024
Q3 		$373K Sell
6,155
-990
-14% -$57.8K 0.27% 112
2024
Q2 		$370K Buy
7,145
+648
+10% +$33.3K 0.28% 105
2024
Q1 		$340K Sell
6,497
-39
-0.6% -$1.96K 0.34% 98
2023
Q4 		$344K Buy
6,536
+92
+1% +$4.45K 0.38% 91
2023
Q3 		$275K Buy
+6,444
New +$316K 0.31% 109
2023
Q2 		– Sell
-3,748
Closed -$214K – 152
2023
Q1 		$214K Buy
+3,748
New +$200K 0.26% 122
2022
Q4 		– Sell
-4,538
Closed -$211K – 136
2022
Q3 		$211K Buy
+4,538
New +$246K 0.31% 108

Other funds holding UTL

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return