B. Riley Wealth Advisors’s UGI UGI Stock Holding History

B. Riley 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
2024 Q3	–	Sell	-19,245	Closed	-$448K	–	1435
2024 Q2	$448K	Buy	+19,245	New	+$466K	0.01%	865
2022 Q1	–	Sell	-6,190	Closed	-$285K	–	1506
2021 Q4	$285K	Sell	6,190 -403	-6%	-$17.9K	0.01%	1105
2021 Q3	$283K	Buy	+6,593	New	+$301K	0.01%	1071
2015 Q1	–	Sell	-2,338	Closed	-$89K	–	1901
2014 Q4	$89K	Buy	+2,338	New	+$86.2K	﹤0.01%	1800
2014 Q3	–	Sell	-2,217	Closed	-$74.7K	–	1810
2014 Q2	$74.7K	Buy	+2,217	New	+$70.1K	0.02%	850

Other funds holding UGI

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

SCM

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

B. Riley Wealth Advisors's UGI Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of UGI (UGI) in Q3 2024, closing a stake of 19,245 shares — an estimated $448K sold.

B. Riley Wealth Advisors first reported a position in UGI in Q2 2014 and held it in 5 quarters. The position peaked at $448K in Q2 2024. 475 funds tracked by Wall St. Rank hold UGI as of Q3 2024.

B. Riley Wealth Advisors reported no remaining UGI position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 19,245 UGI shares in Q3 2024, an estimated $448K.
B. Riley Wealth Advisors first reported a position in UGI in Q2 2014 and held it in 5 quarters.
B. Riley Wealth Advisors's UGI position peaked at $448K in Q2 2024.
475 funds tracked by Wall St. Rank held UGI as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.