AE Wealth Management’s Unitil UTL Stock Holding History

AE Wealth Management’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
2024 Q1	–	Sell	-11,222	Closed	-$550K	–	1953
2023 Q4	$550K	Buy	+11,222	New	+$543K	﹤0.01%	1386

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

AE Wealth Management's UTL Position: Q1 2024 in Review

AE Wealth Management sold out of Unitil (UTL) in Q1 2024, closing a stake of 11,222 shares — an estimated $550K sold.

AE Wealth Management first reported a position in UTL in Q4 2023 and held it in 1 quarter. The position peaked at $550K in Q4 2023. 187 funds tracked by Wall St. Rank hold UTL as of Q1 2024.

AE Wealth Management reported no remaining Unitil position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 11,222 Unitil shares in Q1 2024, an estimated $550K.
AE Wealth Management first reported a position in Unitil in Q4 2023 and held it in 1 quarter.
AE Wealth Management's Unitil position peaked at $550K in Q4 2023.
187 funds tracked by Wall St. Rank held Unitil as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.