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Sowell Financial Services’s Unitil UTL Stock Holding History

Sowell Financial Services’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-867
Closed -$49K – 2621
2021
Q1 		$49K Buy
867
+352
+68% +$15.4K ﹤0.01% 1670
2020
Q4 		$23K Buy
+515
New +$20.5K ﹤0.01% 1685

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Sowell Financial Services's UTL Position: Q2 2021 in Review

Sowell Financial Services sold out of Unitil (UTL) in Q2 2021, closing a stake of 867 shares — an estimated $49K sold.

Sowell Financial Services first reported a position in UTL in Q4 2020 and held it in 2 quarters. The position peaked at $49K in Q1 2021. 154 funds tracked by Wall St. Rank hold UTL as of Q2 2021.

  • Sowell Financial Services reported no remaining Unitil position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 867 Unitil shares in Q2 2021, an estimated $49K.
  • Sowell Financial Services first reported a position in Unitil in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Unitil position peaked at $49K in Q1 2021.
  • 154 funds tracked by Wall St. Rank held Unitil as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.