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Liberty Wealth Management’s Unitil UTL Stock Holding History

Liberty Wealth Management’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-330
Closed -$14K – 1051
2021
Q3 		$14K Buy
330
+166
+101% +$8.29K 0.01% 748
2021
Q2 		$9K Buy
164
+1
+0.6% +$54 ﹤0.01% 686
2021
Q1 		$6K Hold
163
– – ﹤0.01% 684
2020
Q4 		$6K Buy
163
+1
+0.6% +$40 ﹤0.01% 679
2020
Q3 		$6K Buy
162
+100
+161% +$4.2K ﹤0.01% 609
2020
Q2 		$3K Buy
62
+1
+2% +$49 ﹤0.01% 713
2020
Q1 		$3K Sell
61
-9
-13% -$533 ﹤0.01% 701
2019
Q4 		$4K Buy
70
+1
+1% +$62 ﹤0.01% 706
2019
Q3 		$4K Hold
69
– – ﹤0.01% 682
2019
Q2 		$4K Buy
69
+7
+11% +$398 ﹤0.01% 703
2019
Q1 		$3K Buy
62
+1
+2% +$52 ﹤0.01% 609
2018
Q4 		$3K Buy
+61
New +$3.04K ﹤0.01% 651

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Wealth Management's UTL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Unitil (UTL) in Q4 2021, closing a stake of 330 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in UTL in Q4 2018 and held it in 12 quarters. The position peaked at $14K in Q3 2021. 164 funds tracked by Wall St. Rank hold UTL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Unitil position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 330 Unitil shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in Unitil in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Unitil position peaked at $14K in Q3 2021.
  • 164 funds tracked by Wall St. Rank held Unitil as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.