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Avior Wealth Management’s Unitil UTL Stock Holding History

Avior 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
Q2 		– Sell
-3
Closed -$157 – 3669
2024
Q1 		$157 Buy
+3
New +$151 ﹤0.01% 2978

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
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BTW
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's UTL Position: Q2 2024 in Review

Avior Wealth Management sold out of Unitil (UTL) in Q2 2024, closing a stake of 3 shares — an estimated $157 sold.

Avior Wealth Management first reported a position in UTL in Q1 2024 and held it in 1 quarter. The position peaked at $157 in Q1 2024. 200 funds tracked by Wall St. Rank hold UTL as of Q2 2024.

  • Avior Wealth Management reported no remaining Unitil position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 Unitil shares in Q2 2024, an estimated $157.
  • Avior Wealth Management first reported a position in Unitil in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Unitil position peaked at $157 in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Unitil as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.