Cary Street Partners Investment Advisory’s Gabelli Utility Trust GUT Stock Holding History

Cary Street Partners Investment Advisory’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	-709	Closed	-$3.66K	–	1109
2023 Q3	$3.66K	Hold	709	–	–	﹤0.01%	1566
2023 Q2	$4.68K	Buy	+709	New	+$4.79K	﹤0.01%	1429

Other funds holding GUT

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BWP

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

Cary Street Partners Investment Advisory's GUT Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Gabelli Utility Trust (GUT) in Q4 2023, closing a stake of 709 shares — an estimated $3.66K sold.

Cary Street Partners Investment Advisory first reported a position in GUT in Q2 2023 and held it in 2 quarters. The position peaked at $4.68K in Q2 2023. 82 funds tracked by Wall St. Rank hold GUT as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Gabelli Utility Trust position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 709 Gabelli Utility Trust shares in Q4 2023, an estimated $3.66K.
Cary Street Partners Investment Advisory first reported a position in Gabelli Utility Trust in Q2 2023 and held it in 2 quarters.
Cary Street Partners Investment Advisory's Gabelli Utility Trust position peaked at $4.68K in Q2 2023.
82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.