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Capital Performance Advisors’s Universal Technical Institute UTI Stock Holding History

Capital Performance Advisors’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13
Closed -$211 – 2571
2024
Q3 		$211 Buy
+13
New +$223 ﹤0.01% 2547

Other funds holding UTI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $820M AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Capital Performance Advisors's UTI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Universal Technical Institute (UTI) in Q4 2024, closing a stake of 13 shares — an estimated $211 sold.

Capital Performance Advisors first reported a position in UTI in Q3 2024 and held it in 1 quarter. The position peaked at $211 in Q3 2024. 201 funds tracked by Wall St. Rank hold UTI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Universal Technical Institute position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 Universal Technical Institute shares in Q4 2024, an estimated $211.
  • Capital Performance Advisors first reported a position in Universal Technical Institute in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Universal Technical Institute position peaked at $211 in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.