Global Wealth Management Investment Advisory’s Unitil UTL Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-280	Closed	-$14.7K	–	418
2023 Q4	$14.7K	Hold	280	–	–	﹤0.01%	268
2023 Q3	$12K	Hold	280	–	–	﹤0.01%	284
2023 Q2	$14.2K	Buy	+280	New	+$15.5K	﹤0.01%	275
2022 Q3	–	Sell	-280	Closed	-$16K	–	457
2022 Q2	$16K	Hold	280	–	–	0.01%	252
2022 Q1	$14K	Hold	280	–	–	﹤0.01%	289
2021 Q4	$13K	Hold	280	–	–	﹤0.01%	292
2021 Q3	$12K	Hold	280	–	–	﹤0.01%	302
2021 Q2	$15K	Hold	280	–	–	0.01%	266
2021 Q1	$13K	Hold	280	–	–	﹤0.01%	290
2020 Q4	$12K	Hold	280	–	–	﹤0.01%	263
2020 Q3	$11K	Hold	280	–	–	﹤0.01%	272
2020 Q2	$13K	Hold	280	–	–	0.01%	325
2020 Q1	$15K	Hold	280	–	–	0.01%	286
2019 Q4	$17K	Buy	+280	New	+$17.3K	0.01%	288

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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 $13.1B AUM 24.63% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's UTL Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Unitil (UTL) in Q1 2024, closing a stake of 280 shares — an estimated $14.7K sold.

Global Wealth Management Investment Advisory first reported a position in UTL in Q4 2019 and held it in 14 quarters. The position peaked at $17K in Q4 2019. 187 funds tracked by Wall St. Rank hold UTL as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Unitil position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 280 Unitil shares in Q1 2024, an estimated $14.7K.
Global Wealth Management Investment Advisory first reported a position in Unitil in Q4 2019 and held it in 14 quarters.
Global Wealth Management Investment Advisory's Unitil position peaked at $17K in Q4 2019.
187 funds tracked by Wall St. Rank held Unitil as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.