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Phoenix Wealth Advisors’s UGI UGI Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-34
Closed -$1K – 337
2021
Q3 		$1K Hold
34
– – ﹤0.01% 371
2021
Q2 		$2K Hold
34
– – ﹤0.01% 366
2021
Q1 		$1K Hold
34
– – ﹤0.01% 356
2020
Q4 		$1K Buy
+34
New +$1.19K ﹤0.01% 340

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Phoenix Wealth Advisors's UGI Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of UGI (UGI) in Q4 2021, closing a stake of 34 shares — an estimated $1K sold.

Phoenix Wealth Advisors first reported a position in UGI in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 563 funds tracked by Wall St. Rank hold UGI as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining UGI position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 34 UGI shares in Q4 2021, an estimated $1K.
  • Phoenix Wealth Advisors first reported a position in UGI in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's UGI position peaked at $2K in Q2 2021.
  • 563 funds tracked by Wall St. Rank held UGI as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.