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McKinley Carter Wealth Services’s United States Natural Gas Fund UNG Stock Holding History

McKinley Carter Wealth Services’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
2023
Q4 		– Sell
-2,788
Closed -$76.2K – 307
2023
Q3 		$76.2K Hold
2,788
– – 0.01% 290
2023
Q2 		$82.7K Hold
2,788
– – 0.01% 294
2023
Q1 		$77.4K Buy
+2,788
New +$101K 0.01% 293

Other funds holding UNG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

McKinley Carter Wealth Services's UNG Position: Q4 2023 in Review

McKinley Carter Wealth Services sold out of United States Natural Gas Fund (UNG) in Q4 2023, closing a stake of 2,788 shares — an estimated $76.2K sold.

McKinley Carter Wealth Services first reported a position in UNG in Q1 2023 and held it in 3 quarters. The position peaked at $82.7K in Q2 2023. 150 funds tracked by Wall St. Rank hold UNG as of Q4 2023.

  • McKinley Carter Wealth Services reported no remaining United States Natural Gas Fund position as of Q4 2023 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,788 United States Natural Gas Fund shares in Q4 2023, an estimated $76.2K.
  • McKinley Carter Wealth Services first reported a position in United States Natural Gas Fund in Q1 2023 and held it in 3 quarters.
  • McKinley Carter Wealth Services's United States Natural Gas Fund position peaked at $82.7K in Q2 2023.
  • 150 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q4 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2023, filed 7 Feb 2024.