Accel Wealth Management’s UBS Group UBS Stock Holding History

Accel Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,068	Closed	-$44.1K	–	817
2023 Q1	$44.1K	Hold	2,068	–	–	0.02%	511
2022 Q4	$38.6K	Hold	2,068	–	–	0.02%	400
2022 Q3	$33K	Hold	2,068	–	–	0.02%	451
2022 Q2	$32K	Hold	2,068	–	–	0.02%	438
2022 Q1	$41K	Hold	2,068	–	–	0.02%	411
2021 Q4	$37K	Hold	2,068	–	–	0.02%	443
2021 Q3	$33K	Hold	2,068	–	–	0.02%	402
2021 Q2	$32K	Buy	2,068 +1,150	+125%	+$18.2K	0.02%	426
2021 Q1	$14K	Hold	918	–	–	0.01%	597
2020 Q4	$13K	Buy	+918	New	+$12.2K	0.01%	583

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Accel Wealth Management's UBS Position: Q2 2023 in Review

Accel Wealth Management sold out of UBS Group (UBS) in Q2 2023, closing a stake of 2,068 shares — an estimated $44.1K sold.

Accel Wealth Management first reported a position in UBS in Q4 2020 and held it in 10 quarters. The position peaked at $44.1K in Q1 2023. 457 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

Accel Wealth Management reported no remaining UBS Group position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 2,068 UBS Group shares in Q2 2023, an estimated $44.1K.
Accel Wealth Management first reported a position in UBS Group in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's UBS Group position peaked at $44.1K in Q1 2023.
457 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.