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Oakworth Capital’s United States Gasoline Fund UGA Stock Holding History

Oakworth Capital’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
2024
Q4 		– Sell
-340
Closed -$19.9K – 688
2024
Q3 		$19.9K Buy
+340
New +$21.5K ﹤0.01% 453

Other funds holding UGA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $153M AUM 28.69% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Oakworth Capital's UGA Position: Q4 2024 in Review

Oakworth Capital sold out of United States Gasoline Fund (UGA) in Q4 2024, closing a stake of 340 shares — an estimated $19.9K sold.

Oakworth Capital first reported a position in UGA in Q3 2024 and held it in 1 quarter. The position peaked at $19.9K in Q3 2024. 46 funds tracked by Wall St. Rank hold UGA as of Q4 2024.

  • Oakworth Capital reported no remaining United States Gasoline Fund position as of Q4 2024 after selling out during the quarter.
  • Oakworth Capital sold 340 United States Gasoline Fund shares in Q4 2024, an estimated $19.9K.
  • Oakworth Capital first reported a position in United States Gasoline Fund in Q3 2024 and held it in 1 quarter.
  • Oakworth Capital's United States Gasoline Fund position peaked at $19.9K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held United States Gasoline Fund as of Q4 2024.

Based on Oakworth Capital's 13F filing for Q4 2024, filed 27 Jan 2025.