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Venturi Wealth Management’s Unitil UTL Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-174
Closed -$9.43K – 1774
2024
Q4 		$9.43K Buy
+174
New +$10.1K ﹤0.01% 1444

Other funds holding UTL

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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Venturi Wealth Management's UTL Position: Q1 2025 in Review

Venturi Wealth Management sold out of Unitil (UTL) in Q1 2025, closing a stake of 174 shares — an estimated $9.43K sold.

Venturi Wealth Management first reported a position in UTL in Q4 2024 and held it in 1 quarter. The position peaked at $9.43K in Q4 2024. 224 funds tracked by Wall St. Rank hold UTL as of Q1 2025.

  • Venturi Wealth Management reported no remaining Unitil position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 174 Unitil shares in Q1 2025, an estimated $9.43K.
  • Venturi Wealth Management first reported a position in Unitil in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Unitil position peaked at $9.43K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held Unitil as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.