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HHM Wealth Advisors’s Universal Technical Institute UTI Stock Holding History

HHM Wealth Advisors’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-117
Closed -$1K – 754
2021
Q4 		$1K Buy
+117
New +$874 ﹤0.01% 662

Other funds holding UTI

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's UTI Position: Q1 2022 in Review

HHM Wealth Advisors sold out of Universal Technical Institute (UTI) in Q1 2022, closing a stake of 117 shares — an estimated $1K sold.

HHM Wealth Advisors first reported a position in UTI in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 99 funds tracked by Wall St. Rank hold UTI as of Q1 2022.

  • HHM Wealth Advisors reported no remaining Universal Technical Institute position as of Q1 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 117 Universal Technical Institute shares in Q1 2022, an estimated $1K.
  • HHM Wealth Advisors first reported a position in Universal Technical Institute in Q4 2021 and held it in 1 quarter.
  • HHM Wealth Advisors's Universal Technical Institute position peaked at $1K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2022.

Based on HHM Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.