TCWP’s Universal Technical Institute UTI Stock Holding History

TCWP’s Portfolio UTI Stock Details UTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-255	Closed	-$2K	–	1672
2022 Q1	$2K	Buy	+255	New	+$2.09K	﹤0.01%	1395

Other funds holding UTI

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

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

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

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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCWP's UTI Position: Q2 2022 in Review

TCWP sold out of Universal Technical Institute (UTI) in Q2 2022, closing a stake of 255 shares — an estimated $2K sold.

TCWP first reported a position in UTI in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 112 funds tracked by Wall St. Rank hold UTI as of Q2 2022.

TCWP reported no remaining Universal Technical Institute position as of Q2 2022 after selling out during the quarter.
TCWP sold 255 Universal Technical Institute shares in Q2 2022, an estimated $2K.
TCWP first reported a position in Universal Technical Institute in Q1 2022 and held it in 1 quarter.
TCWP's Universal Technical Institute position peaked at $2K in Q1 2022.
112 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.