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WealthPLAN Partners’s United States Natural Gas Fund UNG Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-176
Closed -$5.23K – 1115
2023
Q2 		$5.23K Hold
176
– – ﹤0.01% 899
2023
Q1 		$4.89K Buy
+176
New +$6.39K ﹤0.01% 1006
2016
Q3 		$17.1K Sell
126
-175
-58% -$23.1K 0.01% 512
2016
Q2 		$21.2K Buy
+301
New +$34.4K ﹤0.01% 1375
2015
Q4 		$19.5K Buy
+412
New +$62.2K ﹤0.01% 931
2015
Q2 		$29K Hold
136
– – 0.01% 228
2015
Q1 		$28K Buy
+136
New +$31K 0.01% 291

Other funds holding UNG

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthPLAN Partners's UNG Position: Q3 2023 in Review

WealthPLAN Partners sold out of United States Natural Gas Fund (UNG) in Q3 2023, closing a stake of 176 shares — an estimated $5.23K sold.

WealthPLAN Partners first reported a position in UNG in Q1 2015 and held it in 7 quarters. The position peaked at $29K in Q2 2015. 162 funds tracked by Wall St. Rank hold UNG as of Q3 2023.

  • WealthPLAN Partners reported no remaining United States Natural Gas Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 176 United States Natural Gas Fund shares in Q3 2023, an estimated $5.23K.
  • WealthPLAN Partners first reported a position in United States Natural Gas Fund in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's United States Natural Gas Fund position peaked at $29K in Q2 2015.
  • 162 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.