Advisornet Financial’s Ultrapar UGP Stock Holding History

Advisornet Financial’s Portfolio UGP Stock Details UGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,145	Closed	-$3K	–	2146
2022 Q1	$3K	Hold	1,145	–	–	﹤0.01%	1748
2021 Q4	$3K	Buy	+1,145	New	+$2.92K	﹤0.01%	1783

Other funds holding UGP

Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisornet Financial's UGP Position: Q2 2022 in Review

Advisornet Financial sold out of Ultrapar (UGP) in Q2 2022, closing a stake of 1,145 shares — an estimated $3K sold.

Advisornet Financial first reported a position in UGP in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 77 funds tracked by Wall St. Rank hold UGP as of Q2 2022.

Advisornet Financial reported no remaining Ultrapar position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 1,145 Ultrapar shares in Q2 2022, an estimated $3K.
Advisornet Financial first reported a position in Ultrapar in Q4 2021 and held it in 2 quarters.
Advisornet Financial's Ultrapar position peaked at $3K in Q1 2022.
77 funds tracked by Wall St. Rank held Ultrapar as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.