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Coppell Advisory Solutions Corp’s UGI UGI Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-4
Closed -$148 – 1021
2022
Q4 		$148 Buy
+4
New +$145 ﹤0.01% 1129

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Coppell Advisory Solutions Corp's UGI Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of UGI (UGI) in Q1 2023, closing a stake of 4 shares — an estimated $148 sold.

Coppell Advisory Solutions Corp first reported a position in UGI in Q4 2022 and held it in 1 quarter. The position peaked at $148 in Q4 2022. 523 funds tracked by Wall St. Rank hold UGI as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining UGI position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 4 UGI shares in Q1 2023, an estimated $148.
  • Coppell Advisory Solutions Corp first reported a position in UGI in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's UGI position peaked at $148 in Q4 2022.
  • 523 funds tracked by Wall St. Rank held UGI as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.