Acima Private Wealth’s UBS Group UBS Stock Holding History

Acima Private Wealth’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
2024 Q1	–	Sell	-1,378	Closed	-$42.6K	–	236
2023 Q4	$42.6K	Hold	1,378	–	–	0.02%	165
2023 Q3	$34K	Hold	1,378	–	–	0.02%	169
2023 Q2	$27.9K	Buy	1,378 +444	+48%	+$8.93K	0.01%	179
2023 Q1	$19.9K	Buy	+934	New	+$19.5K	0.01%	192
2019 Q1	–	Sell	-795	Closed	-$10K	–	298
2018 Q4	$10K	Buy	+795	New	+$10.8K	0.01%	217

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

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

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

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

Acima Private Wealth's UBS Position: Q1 2024 in Review

Acima Private Wealth sold out of UBS Group (UBS) in Q1 2024, closing a stake of 1,378 shares — an estimated $42.6K sold.

Acima Private Wealth first reported a position in UBS in Q4 2018 and held it in 5 quarters. The position peaked at $42.6K in Q4 2023. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

Acima Private Wealth reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
Acima Private Wealth sold 1,378 UBS Group shares in Q1 2024, an estimated $42.6K.
Acima Private Wealth first reported a position in UBS Group in Q4 2018 and held it in 5 quarters.
Acima Private Wealth's UBS Group position peaked at $42.6K in Q4 2023.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.