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UGI Corporation shares owned by CFS Investment Advisory Services

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by CFS Investment Advisory Services from 13F filings

Historical chart of CFS Investment Advisory Services investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by CFS Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 9.1k 24.97
2024-06-30 $223k 9.7k 22.94
2022-03-31 $2.0k 69k 0.03

More positions owned by CFS Investment Advisory Services

Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for CFS Investment Advisory Services

Top funds holding UGI Corporation

BlackRock
Vanguard Group
BlackRock
State Street Corporation
Hanna Zanoni
Mitsubishi UFJ Trust & Banking Corp
Snyder Capital Management
Geode Capital Management
Federated Investors
LSV Asset Management
Northern Trust
AQR Capital Management
Morgan Stanley
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding UGI Corporation