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Wealthcare Advisory Partners’s UGI UGI Stock Holding History

Wealthcare Advisory Partners’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
2025
Q3 		– Sell
-19,568
Closed -$713K – 1057
2025
Q2 		$713K Sell
19,568
-297
-1% -$10.2K 0.02% 554
2025
Q1 		$657K Buy
19,865
+267
+1% +$8.46K 0.02% 530
2024
Q4 		$553K Sell
19,598
-2
-0% -$52 0.02% 544
2024
Q3 		$490K Buy
+19,600
New +$472K 0.01% 573
2021
Q2 		– Sell
-3,528
Closed -$145K – 1780
2021
Q1 		$145K Buy
+3,528
New +$136K 0.01% 558
2019
Q4 		– Sell
-475
Closed -$24K – 1439
2019
Q3 		$24K Buy
+475
New +$23.7K ﹤0.01% 706

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return