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Amplius Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Amplius Wealth Advisors’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$3K – 864
2021
Q4 		$3K Buy
+100
New +$3.37K ﹤0.01% 812

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amplius Wealth Advisors's UTG Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Reaves Utility Income Fund (UTG) in Q1 2022, closing a stake of 100 shares — an estimated $3K sold.

Amplius Wealth Advisors first reported a position in UTG in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 160 funds tracked by Wall St. Rank hold UTG as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Reaves Utility Income Fund position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 100 Reaves Utility Income Fund shares in Q1 2022, an estimated $3K.
  • Amplius Wealth Advisors first reported a position in Reaves Utility Income Fund in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Reaves Utility Income Fund position peaked at $3K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.