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WR Wealth Planners’s Unitil UTL Stock Holding History

WR Wealth Planners’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
2024
Q4 		$119K Hold
2,200
– – 0.04% 207
2024
Q3 		$133K Hold
2,200
– – 0.04% 231
2024
Q2 		$114K Sell
2,200
-100
-4% -$5.14K 0.03% 230
2024
Q1 		$120K Buy
+2,300
New +$116K 0.04% 233
2023
Q4 		– Sell
-2,300
Closed -$98.2K – 827
2023
Q3 		$98.2K Hold
2,300
– – 0.04% 238
2023
Q2 		$117K Hold
2,300
– – 0.05% 226
2023
Q1 		$131K Buy
+2,300
New +$123K 0.06% 206

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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 $13.1B AUM 24.63% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's UTL Position: Q4 2024 in Review

WR Wealth Planners held its Unitil (UTL) position steady in Q4 2024 at 2,200 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #207.

WR Wealth Planners first reported a position in UTL in Q1 2023 and has held it in 7 quarters since. The position peaked at $133K in Q3 2024. 206 funds tracked by Wall St. Rank hold UTL as of Q4 2024.

  • WR Wealth Planners held 2,200 shares of Unitil worth $119K as of Q4 2024.
  • WR Wealth Planners left its Unitil share count unchanged in Q4 2024.
  • Unitil made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #207 holding.
  • WR Wealth Planners first reported a position in Unitil in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Unitil position peaked at $133K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Unitil as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.