Accurate Wealth Management’s The Gabelli Utility Trust Rights (expiring October 21, 2024) GUT.RT Stock Holding History

Accurate Wealth Management’s Portfolio GUT.RT Stock Details GUT.RT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,500	Closed	-$239	–	408
2024 Q3	$239	Buy	+14,500	New	+$400	﹤0.01%	378

Other funds holding GUT.RT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Accurate Wealth Management's GUT.RT Position: Q4 2024 in Review

Accurate Wealth Management sold out of The Gabelli Utility Trust Rights (expiring October 21, 2024) (GUT.RT) in Q4 2024, closing a stake of 14,500 shares — an estimated $239 sold.

Accurate Wealth Management first reported a position in GUT.RT in Q3 2024 and held it in 1 quarter. The position peaked at $239 in Q3 2024. 1 fund tracked by Wall St. Rank holds GUT.RT as of Q4 2024.

Accurate Wealth Management reported no remaining The Gabelli Utility Trust Rights (expiring October 21, 2024) position as of Q4 2024 after selling out during the quarter.
Accurate Wealth Management sold 14,500 The Gabelli Utility Trust Rights (expiring October 21, 2024) shares in Q4 2024, an estimated $239.
Accurate Wealth Management first reported a position in The Gabelli Utility Trust Rights (expiring October 21, 2024) in Q3 2024 and held it in 1 quarter.
Accurate Wealth Management's The Gabelli Utility Trust Rights (expiring October 21, 2024) position peaked at $239 in Q3 2024.
1 fund tracked by Wall St. Rank held The Gabelli Utility Trust Rights (expiring October 21, 2024) as of Q4 2024.

Based on Accurate Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.