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Coppell Advisory Solutions’s United States Natural Gas Fund UNG Stock Holding History

Coppell Advisory Solutions’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
Q4 		$20K Buy
986
+854
+647% +$21.3K ﹤0.01% 741
2023
Q3 		$7.46K Sell
132
-504
-79% -$14.1K ﹤0.01% 651
2023
Q2 		$18.3K Buy
+636
New +$17.2K 0.01% 571
2023
Q1 		– Sell
-838
Closed -$47.2K – 1026
2022
Q4 		$47.2K Buy
+838
New +$66.6K 0.02% 318

Other funds holding UNG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

Coppell Advisory Solutions's UNG Position: Q4 2023 in Review

Coppell Advisory Solutions increased its United States Natural Gas Fund (UNG) stake by 647% in Q4 2023, buying an estimated $21.3K and bringing the position to 986 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Coppell Advisory Solutions first reported a position in UNG in Q4 2022 and has held it in 4 quarters since. The position peaked at $47.2K in Q4 2022. 150 funds tracked by Wall St. Rank hold UNG as of Q4 2023.

  • Coppell Advisory Solutions held 986 shares of United States Natural Gas Fund worth $20K as of Q4 2023.
  • Coppell Advisory Solutions bought 854 United States Natural Gas Fund shares in Q4 2023, an estimated $21.3K.
  • United States Natural Gas Fund made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #741 holding.
  • Coppell Advisory Solutions first reported a position in United States Natural Gas Fund in Q4 2022 and has held it in 4 quarters since.
  • Coppell Advisory Solutions's United States Natural Gas Fund position peaked at $47.2K in Q4 2022.
  • 150 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.