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TCI Wealth Advisors’s Unitil UTL Stock Holding History

TCI 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
2022
Q4 		– Sell
-91
Closed -$4K – 2654
2022
Q3 		$4K Hold
91
– – ﹤0.01% 1690
2022
Q2 		$5K Sell
91
-7
-7% -$378 ﹤0.01% 1546
2022
Q1 		$5K Buy
+98
New +$4.79K ﹤0.01% 1609

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCI Wealth Advisors's UTL Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Unitil (UTL) in Q4 2022, closing a stake of 91 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in UTL in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 179 funds tracked by Wall St. Rank hold UTL as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Unitil position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 91 Unitil shares in Q4 2022, an estimated $4K.
  • TCI Wealth Advisors first reported a position in Unitil in Q1 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Unitil position peaked at $5K in Q2 2022.
  • 179 funds tracked by Wall St. Rank held Unitil as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.