Guidance Point Advisors’s UGI UGI Stock Holding History

Guidance Point Advisors’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
2021 Q4	–	Sell	-136	Closed	-$5K	–	382
2021 Q3	$5K	Buy	+136	New	+$6.21K	﹤0.01%	346

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Guidance Point Advisors's UGI Position: Q4 2021 in Review

Guidance Point Advisors sold out of UGI (UGI) in Q4 2021, closing a stake of 136 shares — an estimated $5K sold.

Guidance Point Advisors first reported a position in UGI in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 563 funds tracked by Wall St. Rank hold UGI as of Q4 2021.

Guidance Point Advisors reported no remaining UGI position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 136 UGI shares in Q4 2021, an estimated $5K.
Guidance Point Advisors first reported a position in UGI in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's UGI position peaked at $5K in Q3 2021.
563 funds tracked by Wall St. Rank held UGI as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.