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Concourse Financial Group Securities’s Universal Technical Institute UTI Stock Holding History

Concourse Financial Group Securities’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
Q2 		– Sell
-1,682
Closed -$25.2K – 2391
2024
Q1 		$26.8K Buy
+1,682
New +$24.4K ﹤0.01% 1421

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Vanguard Group
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PWAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Concourse Financial Group Securities's UTI Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of Universal Technical Institute (UTI) in Q2 2024, closing a stake of 1,682 shares — an estimated $25.2K sold.

Concourse Financial Group Securities first reported a position in UTI in Q1 2024 and held it in 1 quarter. The position peaked at $26.8K in Q1 2024. 176 funds tracked by Wall St. Rank hold UTI as of Q2 2024.

  • Concourse Financial Group Securities reported no remaining Universal Technical Institute position as of Q2 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,682 Universal Technical Institute shares in Q2 2024, an estimated $25.2K.
  • Concourse Financial Group Securities first reported a position in Universal Technical Institute in Q1 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's Universal Technical Institute position peaked at $26.8K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.