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Ten Capital Wealth Advisors’s UGI UGI Stock Holding History

Ten Capital 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
2022
Q3 		– Sell
-777
Closed -$30.7K – 627
2022
Q2 		$30K Hold
777
– – 0.01% 172
2022
Q1 		$28K Hold
777
– – 0.01% 181
2021
Q4 		$36K Buy
+777
New +$34.5K 0.01% 161

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 $3.38T AUM 44.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Ten Capital Wealth Advisors's UGI Position: Q3 2022 in Review

Ten Capital Wealth Advisors sold out of UGI (UGI) in Q3 2022, closing a stake of 777 shares — an estimated $30.7K sold.

Ten Capital Wealth Advisors first reported a position in UGI in Q4 2021 and held it in 3 quarters. The position peaked at $36K in Q4 2021. 510 funds tracked by Wall St. Rank hold UGI as of Q3 2022.

  • Ten Capital Wealth Advisors reported no remaining UGI position as of Q3 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 777 UGI shares in Q3 2022, an estimated $30.7K.
  • Ten Capital Wealth Advisors first reported a position in UGI in Q4 2021 and held it in 3 quarters.
  • Ten Capital Wealth Advisors's UGI position peaked at $36K in Q4 2021.
  • 510 funds tracked by Wall St. Rank held UGI as of Q3 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.