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Destiny Wealth Partners’s UGI UGI Stock Holding History

Destiny Wealth Partners’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
-14
Closed -$519 – 619
2022
Q4 		$519 Hold
14
– – ﹤0.01% 658
2022
Q3 		$0 Hold
14
– – ﹤0.01% 629
2022
Q2 		$1K Hold
14
– – ﹤0.01% 596
2022
Q1 		$1K Hold
14
– – ﹤0.01% 523
2021
Q4 		$1K Hold
14
– – ﹤0.01% 539
2021
Q3 		$1K Buy
+14
New +$640 ﹤0.01% 512
2021
Q2 		– Sell
-14
Closed -$1K – 493
2021
Q1 		$1K Hold
14
– – ﹤0.01% 541
2020
Q4 		$0 Buy
+14
New +$490 ﹤0.01% 509

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Destiny Wealth Partners's UGI Position: Q1 2023 in Review

Destiny Wealth Partners sold out of UGI (UGI) in Q1 2023, closing a stake of 14 shares — an estimated $519 sold.

Destiny Wealth Partners first reported a position in UGI in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 524 funds tracked by Wall St. Rank hold UGI as of Q1 2023.

  • Destiny Wealth Partners reported no remaining UGI position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 14 UGI shares in Q1 2023, an estimated $519.
  • Destiny Wealth Partners first reported a position in UGI in Q4 2020 and held it in 8 quarters.
  • Destiny Wealth Partners's UGI position peaked at $1K in Q2 2022.
  • 524 funds tracked by Wall St. Rank held UGI as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.