AWS
UGIC

Atria Wealth Solutions’s UGI Corporation UGIC Stock Holding History

Atria Wealth Solutions’s Portfolio UGIC Stock Details UGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,893
Closed -$259K – 2000
2023
Q2 		$259K Buy
3,893
+91
+2% +$6.6K ﹤0.01% 1530
2023
Q1 		$303K Buy
3,802
+4
+0.1% +$349 ﹤0.01% 1407
2022
Q4 		$328K Buy
3,798
+686
+22% +$58.4K 0.01% 1311
2022
Q3 		$248K Buy
+3,112
New +$289K ﹤0.01% 1427

Other funds holding UGIC

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAI
Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Atria Wealth Solutions's UGIC Position: Q3 2023 in Review

Atria Wealth Solutions sold out of UGI Corporation (UGIC) in Q3 2023, closing a stake of 3,893 shares — an estimated $259K sold.

Atria Wealth Solutions first reported a position in UGIC in Q3 2022 and held it in 4 quarters. The position peaked at $328K in Q4 2022. 20 funds tracked by Wall St. Rank hold UGIC as of Q3 2023.

  • Atria Wealth Solutions reported no remaining UGI Corporation position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,893 UGI Corporation shares in Q3 2023, an estimated $259K.
  • Atria Wealth Solutions first reported a position in UGI Corporation in Q3 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's UGI Corporation position peaked at $328K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held UGI Corporation as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.