RWM
UTG icon

Ritholtz Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Ritholtz Wealth Management’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,145
Closed -$331K – 738
2022
Q3 		$331K Buy
+12,145
New +$384K 0.02% 519

Other funds holding UTG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Ritholtz Wealth Management's UTG Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of Reaves Utility Income Fund (UTG) in Q4 2022, closing a stake of 12,145 shares — an estimated $331K sold.

Ritholtz Wealth Management first reported a position in UTG in Q3 2022 and held it in 1 quarter. The position peaked at $331K in Q3 2022. 154 funds tracked by Wall St. Rank hold UTG as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining Reaves Utility Income Fund position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 12,145 Reaves Utility Income Fund shares in Q4 2022, an estimated $331K.
  • Ritholtz Wealth Management first reported a position in Reaves Utility Income Fund in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's Reaves Utility Income Fund position peaked at $331K in Q3 2022.
  • 154 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.