SWM
GUT

Spire Wealth Management’s Gabelli Utility Trust GUT Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-734
Closed -$5K – 2357
2022
Q2 		$5K Hold
734
– – ﹤0.01% 2130
2022
Q1 		$5K Sell
734
-13,336
-95% -$103K ﹤0.01% 2235
2021
Q4 		$113K Buy
14,070
+13,336
+1,817% +$105K ﹤0.01% 1351
2021
Q3 		$6K Hold
734
– – ﹤0.01% 2233
2021
Q2 		$6K Hold
734
– – ﹤0.01% 2272
2021
Q1 		$5K Buy
+734
New +$5.57K ﹤0.01% 2633

Other funds holding GUT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Spire Wealth Management's GUT Position: Q3 2022 in Review

Spire Wealth Management sold out of Gabelli Utility Trust (GUT) in Q3 2022, closing a stake of 734 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in GUT in Q1 2021 and held it in 6 quarters. The position peaked at $113K in Q4 2021. 72 funds tracked by Wall St. Rank hold GUT as of Q3 2022.

  • Spire Wealth Management reported no remaining Gabelli Utility Trust position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 734 Gabelli Utility Trust shares in Q3 2022, an estimated $5K.
  • Spire Wealth Management first reported a position in Gabelli Utility Trust in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Gabelli Utility Trust position peaked at $113K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.