Advisory Services Network’s UTStarcom UTSI Stock Holding History

Advisory Services Network’s Portfolio UTSI Stock Details UTSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-274	Closed	-$943	–	3564
2023 Q4	$943	Buy	+274	New	+$957	﹤0.01%	3544
2023 Q2	–	Sell	-507	Closed	-$2.19K	–	3562
2023 Q1	$2.19K	Hold	507	–	–	﹤0.01%	3407
2022 Q4	$1.8K	Buy	+507	New	+$2.05K	﹤0.01%	3473
2021 Q3	–	Sell	-632	Closed	-$4K	–	3142
2021 Q2	$4K	Buy	+632	New	+$3.49K	﹤0.01%	3176
2021 Q1	–	Sell	-632	Closed	-$3K	–	2870
2020 Q4	$3K	Hold	632	–	–	﹤0.01%	2934
2020 Q3	$3K	Buy	+632	New	+$3.77K	﹤0.01%	3010
2020 Q2	–	Sell	-632	Closed	-$4K	–	2661
2020 Q1	$4K	Sell	632 -250	-28%	-$2.56K	﹤0.01%	2595
2019 Q4	$10K	Hold	882	–	–	﹤0.01%	2370
2019 Q3	$11K	Hold	882	–	–	﹤0.01%	2119
2019 Q2	$11K	Hold	882	–	–	﹤0.01%	2117
2019 Q1	$13K	Hold	882	–	–	﹤0.01%	1773
2018 Q4	$10K	Hold	882	–	–	﹤0.01%	1770
2018 Q3	$14K	Hold	882	–	–	﹤0.01%	1702
2018 Q2	$13K	Hold	882	–	–	﹤0.01%	1702
2018 Q1	$17K	Hold	882	–	–	﹤0.01%	1703
2017 Q4	$20K	Hold	882	–	–	﹤0.01%	1635
2017 Q3	$8K	Hold	882	–	–	﹤0.01%	1708
2017 Q2	$8K	Hold	882	–	–	﹤0.01%	1647
2017 Q1	$7K	Buy	+882	New	+$6.47K	﹤0.01%	1612
2016 Q3	$7K	Hold	882	–	–	﹤0.01%	1427
2016 Q2	$7K	Buy	882 +250	+40%	+$1.96K	﹤0.01%	1320
2016 Q1	$5K	Buy	+632	New	+$5.39K	﹤0.01%	1281

Other funds holding UTSI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Advisory Services Network's UTSI Position: Q1 2024 in Review

Advisory Services Network sold out of UTStarcom (UTSI) in Q1 2024, closing a stake of 274 shares — an estimated $943 sold.

Advisory Services Network first reported a position in UTSI in Q1 2016 and held it in 22 quarters. The position peaked at $20K in Q4 2017. 12 funds tracked by Wall St. Rank hold UTSI as of Q1 2024.

Advisory Services Network reported no remaining UTStarcom position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 274 UTStarcom shares in Q1 2024, an estimated $943.
Advisory Services Network first reported a position in UTStarcom in Q1 2016 and held it in 22 quarters.
Advisory Services Network's UTStarcom position peaked at $20K in Q4 2017.
12 funds tracked by Wall St. Rank held UTStarcom as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.