AWM
UI icon

Align Wealth Management’s Ubiquiti UI Stock Holding History

Align Wealth Management’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$58.7K Buy
+200
New +$59.5K 0.05% 50

Other funds holding UI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Align Wealth Management's UI Position: Q4 2022 in Review

Align Wealth Management opened a new position in Ubiquiti (UI) in Q4 2022: 200 shares worth $58.7K. The stake represents 0.05% of the portfolio and ranks #50 among its holdings.

207 funds tracked by Wall St. Rank hold UI as of Q4 2022.

  • Align Wealth Management held 200 shares of Ubiquiti worth $58.7K as of Q4 2022.
  • Ubiquiti was a new Align Wealth Management position in Q4 2022.
  • Ubiquiti made up 0.05% of Align Wealth Management's portfolio in Q4 2022, its #50 holding.
  • 207 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.