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

Arkadios 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
2021
Q4 		– Sell
-260
Closed -$8K – 1721
2021
Q3 		$8K Buy
+260
New +$9.15K ﹤0.01% 1508

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's UTG Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Reaves Utility Income Fund (UTG) in Q4 2021, closing a stake of 260 shares — an estimated $8K sold.

Arkadios Wealth Advisors first reported a position in UTG in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 160 funds tracked by Wall St. Rank hold UTG as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Reaves Utility Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 260 Reaves Utility Income Fund shares in Q4 2021, an estimated $8K.
  • Arkadios Wealth Advisors first reported a position in Reaves Utility Income Fund in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Reaves Utility Income Fund position peaked at $8K in Q3 2021.
  • 160 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.