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

One Plus One 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
2023
Q4 		– Sell
-12,745
Closed -$348K – 97
2023
Q3 		$348K Sell
12,745
-13,395
-51% -$375K 0.23% 63
2023
Q2 		$776K Buy
26,140
+3,922
+18% +$106K 0.5% 42
2023
Q1 		$617K Buy
+22,218
New +$807K 0.44% 44

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

One Plus One Wealth Management's UNG Position: Q4 2023 in Review

One Plus One Wealth Management sold out of United States Natural Gas Fund (UNG) in Q4 2023, closing a stake of 12,745 shares — an estimated $348K sold.

One Plus One Wealth Management first reported a position in UNG in Q1 2023 and held it in 3 quarters. The position peaked at $776K in Q2 2023. 150 funds tracked by Wall St. Rank hold UNG as of Q4 2023.

  • One Plus One Wealth Management reported no remaining United States Natural Gas Fund position as of Q4 2023 after selling out during the quarter.
  • One Plus One Wealth Management sold 12,745 United States Natural Gas Fund shares in Q4 2023, an estimated $348K.
  • One Plus One Wealth Management first reported a position in United States Natural Gas Fund in Q1 2023 and held it in 3 quarters.
  • One Plus One Wealth Management's United States Natural Gas Fund position peaked at $776K in Q2 2023.
  • 150 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q4 2023.

Based on One Plus One Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.