PFG Investments’s UGI Corporation UGIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,300
Closed -$483K 1119
2024
Q1
$483K Buy
+8,300
New +$477K 0.03% 547

PFG Investments's UGIC Position: Q2 2024 in Review

PFG Investments sold out of UGI Corporation (UGIC) in Q2 2024, closing a stake of 8,300 shares — an estimated $483K sold.

PFG Investments first reported a position in UGIC in Q1 2024 and held it in 1 quarter. The position peaked at $483K in Q1 2024. 0 funds tracked by Wall St. Rank hold UGIC as of Q2 2024.

  • PFG Investments reported no remaining UGI Corporation position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 8,300 UGI Corporation shares in Q2 2024, an estimated $483K.
  • PFG Investments first reported a position in UGI Corporation in Q1 2024 and held it in 1 quarter.
  • PFG Investments's UGI Corporation position peaked at $483K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held UGI Corporation as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.