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Birch Capital Management’s United States Gasoline Fund UGA Stock Holding History

Birch Capital Management’s Portfolio UGA Stock Details UGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-95
Closed -$5.01K – 110
2022
Q3 		$5.01K Sell
95
-1,018
-91% -$59.3K ﹤0.01% 100
2022
Q2 		$75.5K Buy
+1,113
New +$74.2K 0.05% 67

Other funds holding UGA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Birch Capital Management's UGA Position: Q4 2022 in Review

Birch Capital Management sold out of United States Gasoline Fund (UGA) in Q4 2022, closing a stake of 95 shares — an estimated $5.01K sold.

Birch Capital Management first reported a position in UGA in Q2 2022 and held it in 2 quarters. The position peaked at $75.5K in Q2 2022. 39 funds tracked by Wall St. Rank hold UGA as of Q4 2022.

  • Birch Capital Management reported no remaining United States Gasoline Fund position as of Q4 2022 after selling out during the quarter.
  • Birch Capital Management sold 95 United States Gasoline Fund shares in Q4 2022, an estimated $5.01K.
  • Birch Capital Management first reported a position in United States Gasoline Fund in Q2 2022 and held it in 2 quarters.
  • Birch Capital Management's United States Gasoline Fund position peaked at $75.5K in Q2 2022.
  • 39 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q4 2022.

Based on Birch Capital Management's 13F filing for Q4 2022, filed 6 Feb 2023.