Focused Wealth Management’s Unitil UTL Stock Holding History

Focused Wealth Management’s Portfolio UTL Stock Details UTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,210	Closed	-$69K	–	1126
2023 Q1	$69K	Buy	+1,210	New	+$64.6K	0.01%	258

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's UTL Position: Q2 2023 in Review

Focused Wealth Management sold out of Unitil (UTL) in Q2 2023, closing a stake of 1,210 shares — an estimated $69K sold.

Focused Wealth Management first reported a position in UTL in Q1 2023 and held it in 1 quarter. The position peaked at $69K in Q1 2023. 180 funds tracked by Wall St. Rank hold UTL as of Q2 2023.

Focused Wealth Management reported no remaining Unitil position as of Q2 2023 after selling out during the quarter.
Focused Wealth Management sold 1,210 Unitil shares in Q2 2023, an estimated $69K.
Focused Wealth Management first reported a position in Unitil in Q1 2023 and held it in 1 quarter.
Focused Wealth Management's Unitil position peaked at $69K in Q1 2023.
180 funds tracked by Wall St. Rank held Unitil as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.