Authentikos Wealth Advisory’s UGI UGI Stock Holding History

Authentikos Wealth Advisory’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
2023 Q4	–	Sell	-128	Closed	-$2.94K	–	552
2023 Q3	$2.94K	Buy	+128	New	+$3.18K	﹤0.01%	384

Other funds holding UGI

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Authentikos Wealth Advisory's UGI Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of UGI (UGI) in Q4 2023, closing a stake of 128 shares — an estimated $2.94K sold.

Authentikos Wealth Advisory first reported a position in UGI in Q3 2023 and held it in 1 quarter. The position peaked at $2.94K in Q3 2023. 443 funds tracked by Wall St. Rank hold UGI as of Q4 2023.

Authentikos Wealth Advisory reported no remaining UGI position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 128 UGI shares in Q4 2023, an estimated $2.94K.
Authentikos Wealth Advisory first reported a position in UGI in Q3 2023 and held it in 1 quarter.
Authentikos Wealth Advisory's UGI position peaked at $2.94K in Q3 2023.
443 funds tracked by Wall St. Rank held UGI as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.