SOA Wealth Advisors’s The Gabelli Utility Trust Rights (expiring October 21, 2024) GUT.RT Stock Holding History

SOA Wealth Advisors’s Portfolio GUT.RT Stock Details GUT.RT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-120	Closed	-$3	–	912
2024 Q3	$3	Buy	+120	New	+$3	﹤0.01%	839

Other funds holding GUT.RT

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SOA Wealth Advisors's GUT.RT Position: Q4 2024 in Review

SOA Wealth Advisors sold out of The Gabelli Utility Trust Rights (expiring October 21, 2024) (GUT.RT) in Q4 2024, closing a stake of 120 shares — an estimated $3 sold.

SOA Wealth Advisors first reported a position in GUT.RT in Q3 2024 and held it in 1 quarter. The position peaked at $3 in Q3 2024. 1 fund tracked by Wall St. Rank holds GUT.RT as of Q4 2024.

SOA Wealth Advisors reported no remaining The Gabelli Utility Trust Rights (expiring October 21, 2024) position as of Q4 2024 after selling out during the quarter.
SOA Wealth Advisors sold 120 The Gabelli Utility Trust Rights (expiring October 21, 2024) shares in Q4 2024, an estimated $3.
SOA Wealth Advisors first reported a position in The Gabelli Utility Trust Rights (expiring October 21, 2024) in Q3 2024 and held it in 1 quarter.
SOA Wealth Advisors's The Gabelli Utility Trust Rights (expiring October 21, 2024) position peaked at $3 in Q3 2024.
1 fund tracked by Wall St. Rank held The Gabelli Utility Trust Rights (expiring October 21, 2024) as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.