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Institutional & Family Asset Management’s United States Gasoline Fund UGA Stock Holding History

Institutional & Family Asset Management’s Portfolio UGA Stock Details UGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-242
Closed -$9K – 934
2021
Q3 		$9K Sell
242
-207
-46% -$7.51K ﹤0.01% 569
2021
Q2 		$16K Buy
+449
New +$15.2K ﹤0.01% 512

Other funds holding UGA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Institutional & Family Asset Management's UGA Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of United States Gasoline Fund (UGA) in Q4 2021, closing a stake of 242 shares — an estimated $9K sold.

Institutional & Family Asset Management first reported a position in UGA in Q2 2021 and held it in 2 quarters. The position peaked at $16K in Q2 2021. 28 funds tracked by Wall St. Rank hold UGA as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining United States Gasoline Fund position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 242 United States Gasoline Fund shares in Q4 2021, an estimated $9K.
  • Institutional & Family Asset Management first reported a position in United States Gasoline Fund in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's United States Gasoline Fund position peaked at $16K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.