WealthShield Partners’s UGI UGI Stock Holding History

WealthShield 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
2021 Q3	–	Sell	-1,000	Closed	-$46K	–	712
2021 Q2	$46K	Hold	1,000	–	–	0.01%	491
2021 Q1	$41K	Buy	+1,000	New	+$38.6K	0.01%	493

Other funds holding UGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthShield Partners's UGI Position: Q3 2021 in Review

WealthShield Partners sold out of UGI (UGI) in Q3 2021, closing a stake of 1,000 shares — an estimated $46K sold.

WealthShield Partners first reported a position in UGI in Q1 2021 and held it in 2 quarters. The position peaked at $46K in Q2 2021. 511 funds tracked by Wall St. Rank hold UGI as of Q3 2021.

WealthShield Partners reported no remaining UGI position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 1,000 UGI shares in Q3 2021, an estimated $46K.
WealthShield Partners first reported a position in UGI in Q1 2021 and held it in 2 quarters.
WealthShield Partners's UGI position peaked at $46K in Q2 2021.
511 funds tracked by Wall St. Rank held UGI as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.