Beaird Harris Wealth Management’s Unitil UTL Stock Holding History

Beaird Harris 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 Q3	–	Sell	-100	Closed	-$5.18K	–	699
2024 Q2	$5.18K	Hold	100	–	–	﹤0.01%	445
2024 Q1	$5.24K	Hold	100	–	–	﹤0.01%	386
2023 Q4	$5.26K	Hold	100	–	–	﹤0.01%	376
2023 Q3	$4.27K	Hold	100	–	–	﹤0.01%	317
2023 Q2	$5.07K	Sell	100 -100	-50%	-$5.55K	﹤0.01%	318
2023 Q1	$11.4K	Hold	200	–	–	﹤0.01%	260
2022 Q4	$10.3K	Hold	200	–	–	﹤0.01%	322
2022 Q3	$9K	Buy	+200	New	+$10.8K	﹤0.01%	295
2022 Q2	–	Sell	-200	Closed	-$10K	–	611
2022 Q1	$10K	Hold	200	–	–	﹤0.01%	331
2021 Q4	$9K	Buy	+200	New	+$8.67K	﹤0.01%	422

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's UTL Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Unitil (UTL) in Q3 2024, closing a stake of 100 shares — an estimated $5.18K sold.

Beaird Harris Wealth Management first reported a position in UTL in Q4 2021 and held it in 10 quarters. The position peaked at $11.4K in Q1 2023. 213 funds tracked by Wall St. Rank hold UTL as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Unitil position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 100 Unitil shares in Q3 2024, an estimated $5.18K.
Beaird Harris Wealth Management first reported a position in Unitil in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Unitil position peaked at $11.4K in Q1 2023.
213 funds tracked by Wall St. Rank held Unitil as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.