RAFFA WEALTH MANAGEMENT, LLC’s Unitil UTL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	–	Sell	-21	Closed	-$1.05K	–	1172
2022 Q1	$1.05K	Hold	21	–	–	﹤0.01%	846
2021 Q4	$966	Hold	21	–	–	﹤0.01%	891
2021 Q3	$898	Hold	21	–	–	﹤0.01%	863
2021 Q2	$1.11K	Hold	21	–	–	﹤0.01%	792
2021 Q1	$959	Hold	21	–	–	﹤0.01%	839
2020 Q4	$930	Hold	21	–	–	﹤0.01%	754
2020 Q3	$811	Hold	21	–	–	﹤0.01%	727
2020 Q2	$941	Hold	21	–	–	﹤0.01%	676
2020 Q1	$1.1K	Hold	21	–	–	﹤0.01%	567
2019 Q4	$1.3K	Hold	21	–	–	﹤0.01%	517
2019 Q3	$1.33K	Buy	+21	New	+$1.26K	﹤0.01%	493
2019 Q2	–	Sell	-21	Closed	-$1.14K	–	1355
2019 Q1	$1.14K	Hold	21	–	–	﹤0.01%	513
2018 Q4	$1.06K	Hold	21	–	–	﹤0.01%	500
2018 Q3	$1.07K	Hold	21	–	–	﹤0.01%	582
2018 Q2	$1.07K	Hold	21	–	–	﹤0.01%	544
2018 Q1	$975	Buy	+21	New	+$921	﹤0.01%	574

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 $13.1B AUM 24.63% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UTL Position: Q2 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Unitil (UTL) in Q2 2022, closing a stake of 21 shares — an estimated $1.05K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UTL in Q1 2018 and held it in 16 quarters. The position peaked at $1.33K in Q3 2019. 175 funds tracked by Wall St. Rank hold UTL as of Q2 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Unitil position as of Q2 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 21 Unitil shares in Q2 2022, an estimated $1.05K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Unitil in Q1 2018 and held it in 16 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Unitil position peaked at $1.33K in Q3 2019.
175 funds tracked by Wall St. Rank held Unitil as of Q2 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2022, filed 27 Jul 2026.