EverSource Wealth Advisors »

Ultrapar Participacoes SA shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Ultrapar Participacoes SA (UGP) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Ultrapar Participacoes SA

Tip: Access up to 7 years of quarterly data

All positions including Ultrapar Participacoes SA held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ultrapar Participacoes SA by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $705 130 5.42
2022-09-30 $999 621 1.61
2022-06-30 $999 621 1.61
2022-03-31 $2.0k 621 3.22
2021-12-31 $2.0k 621 3.22

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Ultrapar Participacoes SA

Arrowstreet Capital, Limited Partnership
Millennium Management
Citigroup
Hsbc Holdings
Credit Suisse
Rhumbline Advisers
David W. Seeley
Jane Street
Natixis Asset Management Advisors
Legal & General Group
Dimensional Fund Advisors
Two Sigma Investments
O'shaughnessy Asset Management
Comprehensive Portfolio Management
Capital Wealth Planning

View all funds holding Ultrapar Participacoes SA