FAG
GUT

Fortitude Advisory Group’s Gabelli Utility Trust GUT Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-40
Closed – – 633
2022
Q1 		$0 Hold
40
– – ﹤0.01% 1546
2021
Q4 		$0 Buy
+40
New +$315 ﹤0.01% 1551

Other funds holding GUT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortitude Advisory Group's GUT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Gabelli Utility Trust (GUT) in Q2 2022, closing a stake of 40 shares.

Fortitude Advisory Group first reported a position in GUT in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 71 funds tracked by Wall St. Rank hold GUT as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Gabelli Utility Trust position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 40 Gabelli Utility Trust shares in Q2 2022.
  • Fortitude Advisory Group first reported a position in Gabelli Utility Trust in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Gabelli Utility Trust position peaked at $0 in Q1 2022.
  • 71 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.