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BDO Wealth Advisors’s United States Natural Gas Fund UNG Stock Holding History

BDO Wealth Advisors’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$74.2K Hold
2,500
– – 0.01% 373
2023
Q1 		$69.4K Hold
2,500
– – 0.01% 365
2022
Q4 		$141K Hold
2,500
– – 0.02% 292
2022
Q3 		$234K Hold
2,500
– – 0.03% 234
2022
Q2 		$190K Buy
+2,500
New +$258K 0.02% 256

Other funds holding UNG

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BDO Wealth Advisors's UNG Position: Q2 2023 in Review

BDO Wealth Advisors held its United States Natural Gas Fund (UNG) position steady in Q2 2023 at 2,500 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #373.

BDO Wealth Advisors first reported a position in UNG in Q2 2022 and has held it in 5 quarters since. The position peaked at $234K in Q3 2022. 166 funds tracked by Wall St. Rank hold UNG as of Q2 2023.

  • BDO Wealth Advisors held 2,500 shares of United States Natural Gas Fund worth $74.2K as of Q2 2023.
  • BDO Wealth Advisors left its United States Natural Gas Fund share count unchanged in Q2 2023.
  • United States Natural Gas Fund made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #373 holding.
  • BDO Wealth Advisors first reported a position in United States Natural Gas Fund in Q2 2022 and has held it in 5 quarters since.
  • BDO Wealth Advisors's United States Natural Gas Fund position peaked at $234K in Q3 2022.
  • 166 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.