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Prevail Innovative Wealth Advisors’s Universal Technical Institute UTI Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-119,222
Closed -$1.88M – 201
2024
Q2 		$1.88M Buy
+119,222
New +$1.78M 0.66% 71

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prevail Innovative Wealth Advisors's UTI Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of Universal Technical Institute (UTI) in Q3 2024, closing a stake of 119,222 shares — an estimated $1.88M sold.

Prevail Innovative Wealth Advisors first reported a position in UTI in Q2 2024 and held it in 1 quarter. The position peaked at $1.88M in Q2 2024. 183 funds tracked by Wall St. Rank hold UTI as of Q3 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Universal Technical Institute position as of Q3 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 119,222 Universal Technical Institute shares in Q3 2024, an estimated $1.88M.
  • Prevail Innovative Wealth Advisors first reported a position in Universal Technical Institute in Q2 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Universal Technical Institute position peaked at $1.88M in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.