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Tradition Wealth Management’s United States Natural Gas Fund UNG Stock Holding History

Tradition Wealth Management’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-300
Closed -$6K – 1143
2023
Q4 		$6K Sell
300
-385
-56% -$9.58K ﹤0.01% 1122
2023
Q3 		$19K Hold
685
– – ﹤0.01% 861
2023
Q2 		$20K Hold
685
– – ﹤0.01% 888
2023
Q1 		$19K Hold
685
– – ﹤0.01% 847
2022
Q4 		$39K Buy
+685
New +$54.4K 0.01% 593

Other funds holding UNG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Tradition Wealth Management sold out of United States Natural Gas Fund (UNG) in Q1 2024, closing a stake of 300 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in UNG in Q4 2022 and held it in 5 quarters. The position peaked at $39K in Q4 2022. 102 funds tracked by Wall St. Rank hold UNG as of Q1 2024.

  • Tradition Wealth Management reported no remaining United States Natural Gas Fund position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 300 United States Natural Gas Fund shares in Q1 2024, an estimated $6K.
  • Tradition Wealth Management first reported a position in United States Natural Gas Fund in Q4 2022 and held it in 5 quarters.
  • Tradition Wealth Management's United States Natural Gas Fund position peaked at $39K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q1 2024.

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