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TD Private Client Wealth’s Ultrapar UGP Stock Holding History

TD Private Client Wealth’s Portfolio UGP Stock Details UGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,312
Closed -$20.6K – 1349
2024
Q3 		$20.6K Sell
5,312
-6,572
-55% -$27.1K ﹤0.01% 967
2024
Q2 		$46.5K Sell
11,884
-214
-2% -$1.03K ﹤0.01% 819
2024
Q1 		$69.2K Buy
12,098
+8,246
+214% +$47.6K ﹤0.01% 757
2023
Q4 		$20.9K Buy
+3,852
New +$17.8K ﹤0.01% 949
2023
Q3 		– Sell
-99
Closed -$389 – 1273
2023
Q2 		$389 Buy
+99
New +$326 ﹤0.01% 1243

Other funds holding UGP

NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TD Private Client Wealth's UGP Position: Q4 2024 in Review

TD Private Client Wealth sold out of Ultrapar (UGP) in Q4 2024, closing a stake of 5,312 shares — an estimated $20.6K sold.

TD Private Client Wealth first reported a position in UGP in Q2 2023 and held it in 5 quarters. The position peaked at $69.2K in Q1 2024. 116 funds tracked by Wall St. Rank hold UGP as of Q4 2024.

  • TD Private Client Wealth reported no remaining Ultrapar position as of Q4 2024 after selling out during the quarter.
  • TD Private Client Wealth sold 5,312 Ultrapar shares in Q4 2024, an estimated $20.6K.
  • TD Private Client Wealth first reported a position in Ultrapar in Q2 2023 and held it in 5 quarters.
  • TD Private Client Wealth's Ultrapar position peaked at $69.2K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held Ultrapar as of Q4 2024.

Based on TD Private Client Wealth's 13F filing for Q4 2024, filed 11 Feb 2025.