Destiny Wealth Partners’s Reaves Utility Income Fund UTG Stock Holding History

Destiny Wealth Partners’s Portfolio UTG Stock Details UTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-570	Closed	-$16.1K	–	628
2022 Q4	$16.1K	Hold	570	–	–	﹤0.01%	430
2022 Q3	$16K	Hold	570	–	–	﹤0.01%	383
2022 Q2	$18K	Sell	570 -430	-43%	-$14.2K	﹤0.01%	372
2022 Q1	$35K	Buy	+1,000	New	+$33.2K	0.01%	349

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Destiny Wealth Partners's UTG Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Reaves Utility Income Fund (UTG) in Q1 2023, closing a stake of 570 shares — an estimated $16.1K sold.

Destiny Wealth Partners first reported a position in UTG in Q1 2022 and held it in 4 quarters. The position peaked at $35K in Q1 2022. 162 funds tracked by Wall St. Rank hold UTG as of Q1 2023.

Destiny Wealth Partners reported no remaining Reaves Utility Income Fund position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 570 Reaves Utility Income Fund shares in Q1 2023, an estimated $16.1K.
Destiny Wealth Partners first reported a position in Reaves Utility Income Fund in Q1 2022 and held it in 4 quarters.
Destiny Wealth Partners's Reaves Utility Income Fund position peaked at $35K in Q1 2022.
162 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.