Able Wealth Management’s Uber UBER Stock Holding History

Able Wealth Management’s Portfolio UBER Stock Details UBER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-260	Closed	-$16K	–	540
2023 Q4	$16K	Buy	+260	New	+$13.6K	0.01%	226

Other funds holding UBER

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Able Wealth Management's UBER Position: Q1 2024 in Review

Able Wealth Management sold out of Uber (UBER) in Q1 2024, closing a stake of 260 shares — an estimated $16K sold.

Able Wealth Management first reported a position in UBER in Q4 2023 and held it in 1 quarter. The position peaked at $16K in Q4 2023. 1,713 funds tracked by Wall St. Rank hold UBER as of Q1 2024.

Able Wealth Management reported no remaining Uber position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 260 Uber shares in Q1 2024, an estimated $16K.
Able Wealth Management first reported a position in Uber in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Uber position peaked at $16K in Q4 2023.
1,713 funds tracked by Wall St. Rank held Uber as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.