Symphony Financial’s National Fuel Gas NFG Stock Holding History

Symphony Financial’s Portfolio NFG Stock Details NFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9,500	Closed	-$593K	–	203
2022 Q3	$593K	Buy	9,500 +4,800	+102%	+$331K	0.19%	114
2022 Q2	$312K	Buy	+4,700	New	+$330K	0.09%	157

Other funds holding NFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Symphony Financial's NFG Position: Q4 2022 in Review

Symphony Financial sold out of National Fuel Gas (NFG) in Q4 2022, closing a stake of 9,500 shares — an estimated $593K sold.

Symphony Financial first reported a position in NFG in Q2 2022 and held it in 2 quarters. The position peaked at $593K in Q3 2022. 472 funds tracked by Wall St. Rank hold NFG as of Q4 2022.

Symphony Financial reported no remaining National Fuel Gas position as of Q4 2022 after selling out during the quarter.
Symphony Financial sold 9,500 National Fuel Gas shares in Q4 2022, an estimated $593K.
Symphony Financial first reported a position in National Fuel Gas in Q2 2022 and held it in 2 quarters.
Symphony Financial's National Fuel Gas position peaked at $593K in Q3 2022.
472 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2022.

Based on Symphony Financial's 13F filing for Q4 2022, filed 26 Jan 2023.