Carson Wealth (CWM LLC)
GUT.RT

Carson Wealth (CWM LLC)’s The Gabelli Utility Trust Rights (expiring October 21, 2024) GUT.RT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GUT.RT Stock Details GUT.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-485
Closed – – 5291
2024
Q3 		$0 Buy
+485
New +$13 ﹤0.01% 5315

Other funds holding GUT.RT

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Carson Wealth (CWM LLC)'s GUT.RT Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of The Gabelli Utility Trust Rights (expiring October 21, 2024) (GUT.RT) in Q4 2024, closing a stake of 485 shares.

Carson Wealth (CWM LLC) first reported a position in GUT.RT in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 1 fund tracked by Wall St. Rank holds GUT.RT as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining The Gabelli Utility Trust Rights (expiring October 21, 2024) position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 485 The Gabelli Utility Trust Rights (expiring October 21, 2024) shares in Q4 2024.
  • Carson Wealth (CWM LLC) first reported a position in The Gabelli Utility Trust Rights (expiring October 21, 2024) in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s The Gabelli Utility Trust Rights (expiring October 21, 2024) position peaked at $0 in Q3 2024.
  • 1 fund tracked by Wall St. Rank held The Gabelli Utility Trust Rights (expiring October 21, 2024) as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.