Sutton Wealth Advisors’s Unitil UTL Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-344	Closed	-$17.7K	–	1538
2022 Q4	$17.7K	Hold	344	–	–	0.01%	742
2022 Q3	$16K	Hold	344	–	–	0.01%	733
2022 Q2	$20.2K	Hold	344	–	–	0.01%	672
2022 Q1	$17.2K	Buy	344 +8	+2%	+$391	0.01%	760
2021 Q4	$15.5K	Buy	336 +112	+50%	+$4.86K	0.01%	794
2021 Q3	$9.58K	Buy	+224	New	+$11.2K	﹤0.01%	924

Other funds holding UTL

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's UTL Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Unitil (UTL) in Q1 2023, closing a stake of 344 shares — an estimated $17.7K sold.

Sutton Wealth Advisors first reported a position in UTL in Q3 2021 and held it in 6 quarters. The position peaked at $20.2K in Q2 2022. 189 funds tracked by Wall St. Rank hold UTL as of Q1 2023.

Sutton Wealth Advisors reported no remaining Unitil position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 344 Unitil shares in Q1 2023, an estimated $17.7K.
Sutton Wealth Advisors first reported a position in Unitil in Q3 2021 and held it in 6 quarters.
Sutton Wealth Advisors's Unitil position peaked at $20.2K in Q2 2022.
189 funds tracked by Wall St. Rank held Unitil as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.