IPW
OGS icon

Impact Partnership Wealth’s ONE Gas OGS Stock Holding History

Impact Partnership Wealth’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20
Closed -$1.36K – 1015
2023
Q3 		$1.36K Buy
20
+5
+33% +$378 ﹤0.01% 871
2023
Q2 		$1.15K Buy
+15
New +$1.2K ﹤0.01% 776

Other funds holding OGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Impact Partnership Wealth's OGS Position: Q4 2023 in Review

Impact Partnership Wealth sold out of ONE Gas (OGS) in Q4 2023, closing a stake of 20 shares — an estimated $1.36K sold.

Impact Partnership Wealth first reported a position in OGS in Q2 2023 and held it in 2 quarters. The position peaked at $1.36K in Q3 2023. 335 funds tracked by Wall St. Rank hold OGS as of Q4 2023.

  • Impact Partnership Wealth reported no remaining ONE Gas position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 20 ONE Gas shares in Q4 2023, an estimated $1.36K.
  • Impact Partnership Wealth first reported a position in ONE Gas in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's ONE Gas position peaked at $1.36K in Q3 2023.
  • 335 funds tracked by Wall St. Rank held ONE Gas as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.