Arkadios Wealth Advisors’s Unitil UTL Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-750	Closed	-$32K	–	1720
2021 Q3	$32K	Hold	750	–	–	﹤0.01%	1050
2021 Q2	$39K	Buy	+750	New	+$40.4K	﹤0.01%	1010

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of Unitil (UTL) in Q4 2021, closing a stake of 750 shares — an estimated $32K sold.

Arkadios Wealth Advisors first reported a position in UTL in Q2 2021 and held it in 2 quarters. The position peaked at $39K in Q2 2021. 164 funds tracked by Wall St. Rank hold UTL as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Unitil position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 750 Unitil shares in Q4 2021, an estimated $32K.
Arkadios Wealth Advisors first reported a position in Unitil in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's Unitil position peaked at $39K in Q2 2021.
164 funds tracked by Wall St. Rank held Unitil as of Q4 2021.

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