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PCG Wealth Advisors’s United States Natural Gas Fund UNG Stock Holding History

PCG Wealth Advisors’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
Q3 		– Sell
-3,563
Closed -$106K – 117
2023
Q2 		$106K Hold
3,563
– – 0.07% 105
2023
Q1 		$98.9K Buy
+3,563
New +$129K 0.06% 108

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PCG Wealth Advisors's UNG Position: Q3 2023 in Review

PCG Wealth Advisors sold out of United States Natural Gas Fund (UNG) in Q3 2023, closing a stake of 3,563 shares — an estimated $106K sold.

PCG Wealth Advisors first reported a position in UNG in Q1 2023 and held it in 2 quarters. The position peaked at $106K in Q2 2023. 162 funds tracked by Wall St. Rank hold UNG as of Q3 2023.

  • PCG Wealth Advisors reported no remaining United States Natural Gas Fund position as of Q3 2023 after selling out during the quarter.
  • PCG Wealth Advisors sold 3,563 United States Natural Gas Fund shares in Q3 2023, an estimated $106K.
  • PCG Wealth Advisors first reported a position in United States Natural Gas Fund in Q1 2023 and held it in 2 quarters.
  • PCG Wealth Advisors's United States Natural Gas Fund position peaked at $106K in Q2 2023.
  • 162 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q3 2023.

Based on PCG Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.