SWP
GUT

Significant Wealth Partners’s Gabelli Utility Trust GUT Stock Holding History

Significant Wealth Partners’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
Q1 		– Sell
-167,719
Closed -$886K – 165
2023
Q4 		$886K Buy
+167,719
New +$942K 0.64% 45

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

Significant Wealth Partners's GUT Position: Q1 2024 in Review

Significant Wealth Partners sold out of Gabelli Utility Trust (GUT) in Q1 2024, closing a stake of 167,719 shares — an estimated $886K sold.

Significant Wealth Partners first reported a position in GUT in Q4 2023 and held it in 1 quarter. The position peaked at $886K in Q4 2023. 82 funds tracked by Wall St. Rank hold GUT as of Q1 2024.

  • Significant Wealth Partners reported no remaining Gabelli Utility Trust position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 167,719 Gabelli Utility Trust shares in Q1 2024, an estimated $886K.
  • Significant Wealth Partners first reported a position in Gabelli Utility Trust in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's Gabelli Utility Trust position peaked at $886K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.