First Command Advisory Services’s UGI UGI Stock Holding History

First Command Advisory Services’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
2022 Q4	–	Sell	-265	Closed	–	–	213
2022 Q3	$0	Buy	+265	New	+$10.5K	﹤0.01%	148

Other funds holding UGI

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State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

First Command Advisory Services's UGI Position: Q4 2022 in Review

First Command Advisory Services sold out of UGI (UGI) in Q4 2022, closing a stake of 265 shares.

First Command Advisory Services first reported a position in UGI in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 538 funds tracked by Wall St. Rank hold UGI as of Q4 2022.

First Command Advisory Services reported no remaining UGI position as of Q4 2022 after selling out during the quarter.
First Command Advisory Services sold 265 UGI shares in Q4 2022.
First Command Advisory Services first reported a position in UGI in Q3 2022 and held it in 1 quarter.
First Command Advisory Services's UGI position peaked at $0 in Q3 2022.
538 funds tracked by Wall St. Rank held UGI as of Q4 2022.

Based on First Command Advisory Services's 13F filing for Q4 2022, filed 20 Jan 2023.