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Paces Ferry Wealth Advisors’s UGI UGI Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-22
Closed -$1K – 1050
2020
Q3 		$1K Buy
+22
New +$730 ﹤0.01% 992

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Paces Ferry Wealth Advisors's UGI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of UGI (UGI) in Q4 2020, closing a stake of 22 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in UGI in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 474 funds tracked by Wall St. Rank hold UGI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining UGI position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 22 UGI shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in UGI in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's UGI position peaked at $1K in Q3 2020.
  • 474 funds tracked by Wall St. Rank held UGI as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.