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Heritage Wealth Management (Arizona)’s Unitil UTL Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q2 		– Sell
-718
Closed -$36K – 1060
2022
Q1 		$36K Buy
+718
New +$35.1K 0.01% 515
2021
Q3 		$56K Buy
1,301
+218
+20% +$10.9K 0.02% 433
2021
Q2 		$57K Buy
1,083
+454
+72% +$24.4K 0.02% 437
2021
Q1 		$29K Buy
+629
New +$27.5K 0.02% 452

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
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
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s UTL Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Unitil (UTL) in Q2 2022, closing a stake of 718 shares — an estimated $36K sold.

Heritage Wealth Management (Arizona) first reported a position in UTL in Q1 2021 and held it in 4 quarters. The position peaked at $57K in Q2 2021. 175 funds tracked by Wall St. Rank hold UTL as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Unitil position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 718 Unitil shares in Q2 2022, an estimated $36K.
  • Heritage Wealth Management (Arizona) first reported a position in Unitil in Q1 2021 and held it in 4 quarters.
  • Heritage Wealth Management (Arizona)'s Unitil position peaked at $57K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Unitil as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.