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Wealthcare Capital Management’s UGI UGI Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-73
Closed -$3K – 630
2021
Q1 		$3K Buy
+73
New +$2.82K ﹤0.01% 515

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State Street
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's UGI Position: Q2 2021 in Review

Wealthcare Capital Management sold out of UGI (UGI) in Q2 2021, closing a stake of 73 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in UGI in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 501 funds tracked by Wall St. Rank hold UGI as of Q2 2021.

  • Wealthcare Capital Management reported no remaining UGI position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 73 UGI shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in UGI in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's UGI position peaked at $3K in Q1 2021.
  • 501 funds tracked by Wall St. Rank held UGI as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.