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Tradition Wealth Management’s National Fuel Gas NFG Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-300
Closed -$15K – 898
2023
Q4 		$15K Hold
300
– – ﹤0.01% 911
2023
Q3 		$16K Hold
300
– – ﹤0.01% 904
2023
Q2 		$15K Buy
+300
New +$15.9K ﹤0.01% 948

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Tradition Wealth Management's NFG Position: Q1 2024 in Review

Tradition Wealth Management sold out of National Fuel Gas (NFG) in Q1 2024, closing a stake of 300 shares — an estimated $15K sold.

Tradition Wealth Management first reported a position in NFG in Q2 2023 and held it in 3 quarters. The position peaked at $16K in Q3 2023. 421 funds tracked by Wall St. Rank hold NFG as of Q1 2024.

  • Tradition Wealth Management reported no remaining National Fuel Gas position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 300 National Fuel Gas shares in Q1 2024, an estimated $15K.
  • Tradition Wealth Management first reported a position in National Fuel Gas in Q2 2023 and held it in 3 quarters.
  • Tradition Wealth Management's National Fuel Gas position peaked at $16K in Q3 2023.
  • 421 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.