BRWA
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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 -$89 – 1904
2014
Q4 		$89 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM