Antonetti Capital Management’s UBS Group UBS Stock Holding History

Antonetti Capital 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 Q1	–	Sell	-123	Closed	-$2.3K	–	358
2022 Q4	$2.3K	Hold	123	–	–	﹤0.01%	277
2022 Q3	$2K	Hold	123	–	–	﹤0.01%	295
2022 Q2	$2K	Hold	123	–	–	﹤0.01%	297
2022 Q1	$2K	Hold	123	–	–	﹤0.01%	321
2021 Q4	$2K	Hold	123	–	–	﹤0.01%	376
2021 Q3	$2K	Buy	+123	New	+$1.99K	﹤0.01%	393

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

PAMS

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

Antonetti Capital Management's UBS Position: Q1 2023 in Review

Antonetti Capital Management sold out of UBS Group (UBS) in Q1 2023, closing a stake of 123 shares — an estimated $2.3K sold.

Antonetti Capital Management first reported a position in UBS in Q3 2021 and held it in 6 quarters. The position peaked at $2.3K in Q4 2022. 434 funds tracked by Wall St. Rank hold UBS as of Q1 2023.

Antonetti Capital Management reported no remaining UBS Group position as of Q1 2023 after selling out during the quarter.
Antonetti Capital Management sold 123 UBS Group shares in Q1 2023, an estimated $2.3K.
Antonetti Capital Management first reported a position in UBS Group in Q3 2021 and held it in 6 quarters.
Antonetti Capital Management's UBS Group position peaked at $2.3K in Q4 2022.
434 funds tracked by Wall St. Rank held UBS Group as of Q1 2023.

Based on Antonetti Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.