LFG
GUT

Larson Financial Group’s Gabelli Utility Trust GUT Stock Holding History

Larson Financial Group’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
Q2 		– Sell
-527
Closed -$2.85K – 2453
2024
Q1 		$2.85K Buy
527
+14
+3% +$74 ﹤0.01% 1303
2023
Q4 		$2.71K Hold
513
– – ﹤0.01% 1313
2023
Q3 		$2.65K Hold
513
– – ﹤0.01% 1303
2023
Q2 		$3.39K Hold
513
– – ﹤0.01% 1178
2023
Q1 		$3.58K Hold
513
– – ﹤0.01% 1150
2022
Q4 		$3.75K Hold
513
– – ﹤0.01% 1084
2022
Q3 		$3K Hold
513
– – ﹤0.01% 1046
2022
Q2 		$3K Hold
513
– – ﹤0.01% 958
2022
Q1 		$4K Hold
513
– – ﹤0.01% 821
2021
Q4 		$4K Buy
+513
New +$4.04K ﹤0.01% 854

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Larson Financial Group's GUT Position: Q2 2024 in Review

Larson Financial Group sold out of Gabelli Utility Trust (GUT) in Q2 2024, closing a stake of 527 shares — an estimated $2.85K sold.

Larson Financial Group first reported a position in GUT in Q4 2021 and held it in 10 quarters. The position peaked at $4K in Q1 2022. 82 funds tracked by Wall St. Rank hold GUT as of Q2 2024.

  • Larson Financial Group reported no remaining Gabelli Utility Trust position as of Q2 2024 after selling out during the quarter.
  • Larson Financial Group sold 527 Gabelli Utility Trust shares in Q2 2024, an estimated $2.85K.
  • Larson Financial Group first reported a position in Gabelli Utility Trust in Q4 2021 and held it in 10 quarters.
  • Larson Financial Group's Gabelli Utility Trust position peaked at $4K in Q1 2022.
  • 82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2024.

Based on Larson Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.