IFP Advisors’s UTStarcom UTSI Stock Holding History

IFP Advisors’s Portfolio UTSI Stock Details UTSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8	Closed	-$1K	–	4395
2022 Q4	$1K	Sell	8 -33	-80%	-$133	﹤0.01%	4496
2022 Q3	$2K	Hold	41	–	–	﹤0.01%	4422
2022 Q2	$2K	Buy	41 +31	+310%	+$92	﹤0.01%	4204
2022 Q1	$2K	Buy	+10	New	+$33	﹤0.01%	4202
2019 Q4	–	Sell	-37	Closed	–	–	3128
2019 Q3	$0	Buy	+37	New	+$439	﹤0.01%	3149
2018 Q2	–	Sell	-94	Closed	-$2K	–	4060
2018 Q1	$2K	Hold	94	–	–	﹤0.01%	3547
2017 Q4	$2K	Buy	94 +61	+185%	+$995	﹤0.01%	3598
2017 Q3	$0	Hold	33	–	–	﹤0.01%	4218
2017 Q2	$0	Hold	33	–	–	﹤0.01%	4223
2017 Q1	$0	Hold	33	–	–	﹤0.01%	4138
2016 Q4	$0	Hold	33	–	–	﹤0.01%	4144
2016 Q3	$0	Hold	33	–	–	﹤0.01%	4049
2016 Q2	$0	Buy	+33	New	+$259	﹤0.01%	4081
2016 Q1	–	Sell	-33	Closed	–	–	3416
2015 Q4	$0	Buy	+33	New	+$315	﹤0.01%	3797

Other funds holding UTSI

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's UTSI Position: Q1 2023 in Review

IFP Advisors sold out of UTStarcom (UTSI) in Q1 2023, closing a stake of 8 shares — an estimated $1K sold.

IFP Advisors first reported a position in UTSI in Q4 2015 and held it in 14 quarters. The position peaked at $2K in Q3 2022. 12 funds tracked by Wall St. Rank hold UTSI as of Q1 2023.

IFP Advisors reported no remaining UTStarcom position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 8 UTStarcom shares in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in UTStarcom in Q4 2015 and held it in 14 quarters.
IFP Advisors's UTStarcom position peaked at $2K in Q3 2022.
12 funds tracked by Wall St. Rank held UTStarcom as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.