Allworth Financial’s United-Guardian UG Stock Holding History

Allworth Financial’s Portfolio UG Stock Details UG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-300	Closed	-$4K	–	2129
2021 Q3	$4K	Buy	+300	New	+$4.57K	﹤0.01%	1583

Other funds holding UG

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allworth Financial's UG Position: Q4 2021 in Review

Allworth Financial sold out of United-Guardian (UG) in Q4 2021, closing a stake of 300 shares — an estimated $4K sold.

Allworth Financial first reported a position in UG in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 27 funds tracked by Wall St. Rank hold UG as of Q4 2021.

Allworth Financial reported no remaining United-Guardian position as of Q4 2021 after selling out during the quarter.
Allworth Financial sold 300 United-Guardian shares in Q4 2021, an estimated $4K.
Allworth Financial first reported a position in United-Guardian in Q3 2021 and held it in 1 quarter.
Allworth Financial's United-Guardian position peaked at $4K in Q3 2021.
27 funds tracked by Wall St. Rank held United-Guardian as of Q4 2021.

Based on Allworth Financial's 13F filing for Q4 2021, filed 21 Jan 2022.