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Kestra Private Wealth Services’s Gabelli Utility Trust GUT Stock Holding History

Kestra Private Wealth Services’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
2024
Q4 		– Sell
-14,488
Closed -$75.3K – 1453
2024
Q3 		$75.3K Sell
14,488
-144
-1% -$832 ﹤0.01% 1321
2024
Q2 		$84.4K Buy
14,632
+225
+2% +$1.28K ﹤0.01% 1295
2024
Q1 		$77.9K Buy
14,407
+235
+2% +$1.24K ﹤0.01% 1248
2023
Q4 		$74.9K Buy
14,172
+214
+2% +$1.2K ﹤0.01% 1152
2023
Q3 		$72.1K Buy
13,958
+179
+1% +$1.18K ﹤0.01% 1101
2023
Q2 		$91.1K Buy
13,779
+171
+1% +$1.16K ﹤0.01% 1015
2023
Q1 		$94.8K Buy
13,608
+161
+1% +$1.14K ﹤0.01% 983
2022
Q4 		$98.4K Buy
13,447
+161
+1% +$1.1K 0.01% 850
2022
Q3 		$89K Buy
13,286
+151
+1% +$1.11K 0.01% 841
2022
Q2 		$87K Buy
13,135
+205
+2% +$1.41K 0.01% 859
2022
Q1 		$90K Buy
12,930
+87
+0.7% +$671 ﹤0.01% 938
2021
Q4 		$103K Buy
12,843
+129
+1% +$1.01K ﹤0.01% 957
2021
Q3 		$97K Buy
12,714
+127
+1% +$996 0.01% 904
2021
Q2 		$98K Buy
12,587
+135
+1% +$973 0.01% 859
2021
Q1 		$84K Buy
12,452
+130
+1% +$986 0.01% 780
2020
Q4 		$97K Buy
12,322
+124
+1% +$936 0.01% 710
2020
Q3 		$90K Buy
+12,198
New +$91.1K 0.01% 650

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

Kestra Private Wealth Services's GUT Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of Gabelli Utility Trust (GUT) in Q4 2024, closing a stake of 14,488 shares — an estimated $75.3K sold.

Kestra Private Wealth Services first reported a position in GUT in Q3 2020 and held it in 17 quarters. The position peaked at $103K in Q4 2021. 84 funds tracked by Wall St. Rank hold GUT as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining Gabelli Utility Trust position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 14,488 Gabelli Utility Trust shares in Q4 2024, an estimated $75.3K.
  • Kestra Private Wealth Services first reported a position in Gabelli Utility Trust in Q3 2020 and held it in 17 quarters.
  • Kestra Private Wealth Services's Gabelli Utility Trust position peaked at $103K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.