Altus Wealth Group’s Ubiquiti UI Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-46	Closed	-$13K	–	727
2020 Q4	$13K	Buy	+46	New	+$10.6K	0.01%	469

Other funds holding UI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

Altus Wealth Group's UI Position: Q1 2021 in Review

Altus Wealth Group sold out of Ubiquiti (UI) in Q1 2021, closing a stake of 46 shares — an estimated $13K sold.

Altus Wealth Group first reported a position in UI in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 232 funds tracked by Wall St. Rank hold UI as of Q1 2021.

Altus Wealth Group reported no remaining Ubiquiti position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 46 Ubiquiti shares in Q1 2021, an estimated $13K.
Altus Wealth Group first reported a position in Ubiquiti in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Ubiquiti position peaked at $13K in Q4 2020.
232 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.