Selective Wealth Management’s Universal Technical Institute UTI Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-1,000	Closed	-$5K	–	690
2022 Q3	$5K	Sell	1,000 -4,000	-80%	-$28K	﹤0.01%	603
2022 Q2	$36K	Sell	5,000 -100	-2%	-$881	0.01%	373
2022 Q1	$45K	Hold	5,100	–	–	0.02%	324
2021 Q4	$40K	Hold	5,100	–	–	0.02%	310
2021 Q3	$34K	Hold	5,100	–	–	0.02%	308
2021 Q2	$33K	Sell	5,100 -6,000	-54%	-$35.4K	0.03%	232
2021 Q1	$65K	Hold	11,100	–	–	0.06%	111
2020 Q4	$72K	Hold	11,100	–	–	0.05%	93
2020 Q3	$56K	Hold	11,100	–	–	0.04%	94
2020 Q2	$77K	Buy	+11,100	New	+$72.9K	0.06%	86

Other funds holding UTI

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Selective Wealth Management's UTI Position: Q4 2022 in Review

Selective Wealth Management sold out of Universal Technical Institute (UTI) in Q4 2022, closing a stake of 1,000 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in UTI in Q2 2020 and held it in 10 quarters. The position peaked at $77K in Q2 2020. 98 funds tracked by Wall St. Rank hold UTI as of Q4 2022.

Selective Wealth Management reported no remaining Universal Technical Institute position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,000 Universal Technical Institute shares in Q4 2022, an estimated $5K.
Selective Wealth Management first reported a position in Universal Technical Institute in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's Universal Technical Institute position peaked at $77K in Q2 2020.
98 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.