Clearview Wealth Advisors’s Gabelli Utility Trust GUT Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-1,460	Closed	-$9.65K	–	328
2023 Q2	$9.65K	Buy	1,460 +33	+2%	+$223	0.01%	367
2023 Q1	$9.95K	Buy	1,427 +32	+2%	+$227	0.01%	372
2022 Q4	$10.2K	Buy	1,395 +30	+2%	+$206	0.01%	327
2022 Q3	$9K	Buy	1,365 +29	+2%	+$214	0.01%	344
2022 Q2	$9K	Sell	1,336 -14	-1%	-$96	0.01%	360
2022 Q1	$9K	Buy	1,350 +17	+1%	+$131	0.01%	396
2021 Q4	$11K	Buy	1,333 +25	+2%	+$197	0.01%	398
2021 Q3	$10K	Buy	1,308 +25	+2%	+$196	0.01%	420
2021 Q2	$10K	Buy	1,283 +28	+2%	+$202	0.01%	421
2021 Q1	$8K	Buy	1,255 +26	+2%	+$197	0.01%	436
2020 Q4	$10K	Buy	+1,229	New	+$9.28K	0.01%	377

Other funds holding GUT

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearview Wealth Advisors's GUT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Gabelli Utility Trust (GUT) in Q3 2023, closing a stake of 1,460 shares — an estimated $9.65K sold.

Clearview Wealth Advisors first reported a position in GUT in Q4 2020 and held it in 11 quarters. The position peaked at $11K in Q4 2021. 86 funds tracked by Wall St. Rank hold GUT as of Q3 2023.

Clearview Wealth Advisors reported no remaining Gabelli Utility Trust position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,460 Gabelli Utility Trust shares in Q3 2023, an estimated $9.65K.
Clearview Wealth Advisors first reported a position in Gabelli Utility Trust in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Gabelli Utility Trust position peaked at $11K in Q4 2021.
86 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.