Avior Wealth Management’s Gabelli Utility Trust GUT Stock Holding History

Avior Wealth Management’s Portfolio GUT Stock Details GUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-491	Closed	-$2.54K	–	1596
2023 Q3	$2.54K	Hold	491	–	–	﹤0.01%	1356
2023 Q2	$3.25K	Hold	491	–	–	﹤0.01%	1286
2023 Q1	$3.42K	Hold	491	–	–	﹤0.01%	1311
2022 Q4	$3.6K	Hold	491	–	–	﹤0.01%	995
2022 Q3	$3K	Buy	+491	New	+$3.62K	﹤0.01%	984
2022 Q2	–	Sell	-96	Closed	–	–	1134
2022 Q1	$0	Hold	96	–	–	﹤0.01%	1154
2021 Q4	$0	Buy	+96	New	+$756	﹤0.01%	1144

Other funds holding GUT

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BWP

Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Avior Wealth Management's GUT Position: Q4 2023 in Review

Avior Wealth Management sold out of Gabelli Utility Trust (GUT) in Q4 2023, closing a stake of 491 shares — an estimated $2.54K sold.

Avior Wealth Management first reported a position in GUT in Q4 2021 and held it in 7 quarters. The position peaked at $3.6K in Q4 2022. 82 funds tracked by Wall St. Rank hold GUT as of Q4 2023.

Avior Wealth Management reported no remaining Gabelli Utility Trust position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 491 Gabelli Utility Trust shares in Q4 2023, an estimated $2.54K.
Avior Wealth Management first reported a position in Gabelli Utility Trust in Q4 2021 and held it in 7 quarters.
Avior Wealth Management's Gabelli Utility Trust position peaked at $3.6K in Q4 2022.
82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.