MWM
UGA icon

Meridian Wealth Management’s United States Gasoline Fund UGA Stock Holding History

Meridian Wealth 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
2020
Q3 		– Sell
-27,600
Closed -$523K – 277
2020
Q2 		$523K Buy
+27,600
New +$423K 0.18% 117

Other funds holding UGA

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Meridian Wealth Management's UGA Position: Q3 2020 in Review

Meridian Wealth Management sold out of United States Gasoline Fund (UGA) in Q3 2020, closing a stake of 27,600 shares — an estimated $523K sold.

Meridian Wealth Management first reported a position in UGA in Q2 2020 and held it in 1 quarter. The position peaked at $523K in Q2 2020. 23 funds tracked by Wall St. Rank hold UGA as of Q3 2020.

  • Meridian Wealth Management reported no remaining United States Gasoline Fund position as of Q3 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 27,600 United States Gasoline Fund shares in Q3 2020, an estimated $523K.
  • Meridian Wealth Management first reported a position in United States Gasoline Fund in Q2 2020 and held it in 1 quarter.
  • Meridian Wealth Management's United States Gasoline Fund position peaked at $523K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q3 2020.

Based on Meridian Wealth Management's 13F filing for Q3 2020, filed 9 Oct 2020.