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Liberty Wealth Management’s United States Natural Gas Fund UNG Stock Holding History

Liberty Wealth Management’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-641
Closed -$52K – 1041
2021
Q3 		$52K Buy
641
+638
+21,267% +$38.5K 0.02% 418
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1186
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1044
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1072
2020
Q3 		$0 Hold
3
– – ﹤0.01% 957
2020
Q2 		$0 Hold
3
– – ﹤0.01% 984
2020
Q1 		$0 Hold
3
– – ﹤0.01% 994
2019
Q4 		$0 Hold
3
– – ﹤0.01% 963
2019
Q3 		$0 Hold
3
– – ﹤0.01% 985
2019
Q2 		$0 Hold
3
– – ﹤0.01% 951
2019
Q1 		$0 Hold
3
– – ﹤0.01% 852
2018
Q4 		$0 Buy
+3
New +$363 ﹤0.01% 796

Other funds holding UNG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Liberty Wealth Management's UNG Position: Q4 2021 in Review

Liberty Wealth Management sold out of United States Natural Gas Fund (UNG) in Q4 2021, closing a stake of 641 shares — an estimated $52K sold.

Liberty Wealth Management first reported a position in UNG in Q4 2018 and held it in 12 quarters. The position peaked at $52K in Q3 2021. 79 funds tracked by Wall St. Rank hold UNG as of Q4 2021.

  • Liberty Wealth Management reported no remaining United States Natural Gas Fund position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 641 United States Natural Gas Fund shares in Q4 2021, an estimated $52K.
  • Liberty Wealth Management first reported a position in United States Natural Gas Fund in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's United States Natural Gas Fund position peaked at $52K in Q3 2021.
  • 79 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.