Cambridge Investment Research Advisors
UGIC

Cambridge Investment Research Advisors’s UGI Corporation UGIC Stock Holding History

Cambridge Investment Research Advisors’s Portfolio UGIC Stock Details UGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,595
Closed -$209K – 3464
2024
Q1 		$209K Buy
3,595
+105
+3% +$6.03K ﹤0.01% 2993
2023
Q4 		$206K Buy
+3,490
New +$188K ﹤0.01% 2881
2023
Q3 		– Sell
-3,395
Closed -$225K – 3286
2023
Q2 		$225K Buy
3,395
+815
+32% +$59.1K ﹤0.01% 2781
2023
Q1 		$205K Buy
2,580
+5
+0.2% +$436 ﹤0.01% 2810
2022
Q4 		$223K Buy
+2,575
New +$219K ﹤0.01% 2664

Cambridge Investment Research Advisors's UGIC Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of UGI Corporation (UGIC) in Q2 2024, closing a stake of 3,595 shares — an estimated $209K sold.

Cambridge Investment Research Advisors first reported a position in UGIC in Q4 2022 and held it in 5 quarters. The position peaked at $225K in Q2 2023. 0 funds tracked by Wall St. Rank hold UGIC as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining UGI Corporation position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 3,595 UGI Corporation shares in Q2 2024, an estimated $209K.
  • Cambridge Investment Research Advisors first reported a position in UGI Corporation in Q4 2022 and held it in 5 quarters.
  • Cambridge Investment Research Advisors's UGI Corporation position peaked at $225K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held UGI Corporation as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.