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Wetzel Investment Advisors’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Wetzel Investment Advisors’s Portfolio BUI Stock Details BUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-300
Closed -$6.47K – 225
2024
Q2 		$6.47K Buy
+300
New +$6.56K ﹤0.01% 538

Other funds holding BUI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wetzel Investment Advisors's BUI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q3 2024, closing a stake of 300 shares — an estimated $6.47K sold.

Wetzel Investment Advisors first reported a position in BUI in Q2 2024 and held it in 1 quarter. The position peaked at $6.47K in Q2 2024. 64 funds tracked by Wall St. Rank hold BUI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 300 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q3 2024, an estimated $6.47K.
  • Wetzel Investment Advisors first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $6.47K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.