LWANC
GUT

Laurel Wealth Advisors (North Carolina)’s Gabelli Utility Trust GUT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-379
Closed -$2.18K – 726
2024
Q2 		$2.18K Buy
+379
New +$2.15K ﹤0.01% 550

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
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s GUT Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Gabelli Utility Trust (GUT) in Q3 2024, closing a stake of 379 shares — an estimated $2.18K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in GUT in Q2 2024 and held it in 1 quarter. The position peaked at $2.18K in Q2 2024. 92 funds tracked by Wall St. Rank hold GUT as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Gabelli Utility Trust position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 379 Gabelli Utility Trust shares in Q3 2024, an estimated $2.18K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Gabelli Utility Trust in Q2 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Gabelli Utility Trust position peaked at $2.18K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.