Total Clarity Wealth Management’s UGI UGI Stock Holding History

Total Clarity Wealth Management’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	-191	Closed	-$7K	–	930
2022 Q2	$7K	Buy	+191	New	+$7.4K	﹤0.01%	759
2022 Q1	–	Sell	-191	Closed	-$9K	–	870
2021 Q4	$9K	Hold	191	–	–	﹤0.01%	723
2021 Q3	$8K	Buy	+191	New	+$8.73K	﹤0.01%	738
2021 Q2	–	Sell	-318	Closed	-$13K	–	709
2021 Q1	$13K	Buy	+318	New	+$12.3K	0.01%	518
2020 Q1	–	Sell	-191	Closed	-$9K	–	582
2019 Q4	$9K	Buy	+191	New	+$8.75K	0.01%	515

Other funds holding UGI

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Total Clarity Wealth Management's UGI Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of UGI (UGI) in Q3 2022, closing a stake of 191 shares — an estimated $7K sold.

Total Clarity Wealth Management first reported a position in UGI in Q4 2019 and held it in 5 quarters. The position peaked at $13K in Q1 2021. 510 funds tracked by Wall St. Rank hold UGI as of Q3 2022.

Total Clarity Wealth Management reported no remaining UGI position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 191 UGI shares in Q3 2022, an estimated $7K.
Total Clarity Wealth Management first reported a position in UGI in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's UGI position peaked at $13K in Q1 2021.
510 funds tracked by Wall St. Rank held UGI as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.