Amplius Wealth Advisors’s UGI UGI Stock Holding History

Amplius Wealth Advisors’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,647	Closed	-$167K	–	852
2021 Q4	$167K	Buy	+3,647	New	+$162K	0.02%	201

Other funds holding UGI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amplius Wealth Advisors's UGI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of UGI (UGI) in Q1 2022, closing a stake of 3,647 shares — an estimated $167K sold.

Amplius Wealth Advisors first reported a position in UGI in Q4 2021 and held it in 1 quarter. The position peaked at $167K in Q4 2021. 537 funds tracked by Wall St. Rank hold UGI as of Q1 2022.

Amplius Wealth Advisors reported no remaining UGI position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 3,647 UGI shares in Q1 2022, an estimated $167K.
Amplius Wealth Advisors first reported a position in UGI in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's UGI position peaked at $167K in Q4 2021.
537 funds tracked by Wall St. Rank held UGI as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.