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Wetzel Investment Advisors’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Wetzel Investment Advisors’s Portfolio UTF Stock Details UTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$2.36K – 848
2024
Q2 		$2.36K Buy
+100
New +$2.3K ﹤0.01% 714

Other funds holding UTF

PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return

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

Wetzel Investment Advisors sold out of Cohen & Steers Infrastructure Fund (UTF) in Q3 2024, closing a stake of 100 shares — an estimated $2.36K sold.

Wetzel Investment Advisors first reported a position in UTF in Q2 2024 and held it in 1 quarter. The position peaked at $2.36K in Q2 2024. 193 funds tracked by Wall St. Rank hold UTF as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Cohen & Steers Infrastructure Fund position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 100 Cohen & Steers Infrastructure Fund shares in Q3 2024, an estimated $2.36K.
  • Wetzel Investment Advisors first reported a position in Cohen & Steers Infrastructure Fund in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Cohen & Steers Infrastructure Fund position peaked at $2.36K in Q2 2024.
  • 193 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q3 2024.

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