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ACG Wealth’s Uber UBER Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-620
Closed -$13K – 958
2022
Q2 		$13K Buy
+620
New +$16.5K ﹤0.01% 661

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ACG Wealth's UBER Position: Q3 2022 in Review

ACG Wealth sold out of Uber (UBER) in Q3 2022, closing a stake of 620 shares — an estimated $13K sold.

ACG Wealth first reported a position in UBER in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 1,103 funds tracked by Wall St. Rank hold UBER as of Q3 2022.

  • ACG Wealth reported no remaining Uber position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 620 Uber shares in Q3 2022, an estimated $13K.
  • ACG Wealth first reported a position in Uber in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Uber position peaked at $13K in Q2 2022.
  • 1,103 funds tracked by Wall St. Rank held Uber as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.