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Life Planning Partners’s United States Natural Gas Fund UNG Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-210
Closed -$4.26K – 228
2023
Q4 		$4.26K Buy
+210
New +$5.23K ﹤0.01% 189

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LPL Financial
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Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Life Planning Partners's UNG Position: Q1 2024 in Review

Life Planning Partners sold out of United States Natural Gas Fund (UNG) in Q1 2024, closing a stake of 210 shares — an estimated $4.26K sold.

Life Planning Partners first reported a position in UNG in Q4 2023 and held it in 1 quarter. The position peaked at $4.26K in Q4 2023. 102 funds tracked by Wall St. Rank hold UNG as of Q1 2024.

  • Life Planning Partners reported no remaining United States Natural Gas Fund position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 210 United States Natural Gas Fund shares in Q1 2024, an estimated $4.26K.
  • Life Planning Partners first reported a position in United States Natural Gas Fund in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's United States Natural Gas Fund position peaked at $4.26K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.