Question 1

How many shares of UTX does Allworth Financial LP own?

Accepted Answer

Allworth Financial LP previously held 0 shares of UTX (UNITED TECHNOLOGIES CORP) before exiting the position in 2020-Q2.

Question 2

What is Allworth Financial LP's UTX position worth?

Accepted Answer

Allworth Financial LP's UTX position was last reported at $0 in 2020-Q2 before the exit.

Question 3

Is Allworth Financial LP buying or selling UTX?

Accepted Answer

In 2020-Q2, Allworth Financial LP exited their UTX position entirely (-100.0% change in shares).

Question 4

When did Allworth Financial LP first buy UTX?

Accepted Answer

Based on available 13F filings, Allworth Financial LP first reported a position in UTX in 2019-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q2 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2020-Q1	Decreased	1,693	-22.0%	$160,000	0.0%	—	0
2019-Q4	Unchanged	2,171	0.0%	$325,000	0.0%	—	0
2019-Q3	Increased	2,171	+4.4%	$296,000	0.0%	—	24
2019-Q2	Increased	2,079	+4.1%	$271,000	0.0%	—	24
2019-Q1	First report	1,997	-	$257,000	0.0%	—	0

UTX6 quarters

UTX
6 quarters