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

Tradition 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
2023 Q4	–	Sell	-952	Closed	-$5K	–	1313
2023 Q3	$5K	Buy	952 +6	+0.6%	+$40	﹤0.01%	1178
2023 Q2	$6K	Buy	946 +6	+0.6%	+$41	﹤0.01%	1156
2023 Q1	$7K	Buy	940 +6	+0.6%	+$43	﹤0.01%	1076
2022 Q4	$7K	Sell	934 -4,226	-82%	-$29K	﹤0.01%	975
2022 Q3	$35K	Buy	+5,160	New	+$38K	0.01%	610

Other funds holding GUT

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BWP

Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Tradition Wealth Management's GUT Position: Q4 2023 in Review

Tradition Wealth Management sold out of Gabelli Utility Trust (GUT) in Q4 2023, closing a stake of 952 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in GUT in Q3 2022 and held it in 5 quarters. The position peaked at $35K in Q3 2022. 82 funds tracked by Wall St. Rank hold GUT as of Q4 2023.

Tradition Wealth Management reported no remaining Gabelli Utility Trust position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 952 Gabelli Utility Trust shares in Q4 2023, an estimated $5K.
Tradition Wealth Management first reported a position in Gabelli Utility Trust in Q3 2022 and held it in 5 quarters.
Tradition Wealth Management's Gabelli Utility Trust position peaked at $35K in Q3 2022.
82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.