Authentikos Wealth Advisory’s Ubiquiti UI Stock Holding History

Authentikos Wealth Advisory’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
2023 Q4	–	Sell	-19	Closed	-$2.76K	–	553
2023 Q3	$2.76K	Buy	+19	New	+$3.19K	﹤0.01%	396

Other funds holding UI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Authentikos Wealth Advisory's UI Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Ubiquiti (UI) in Q4 2023, closing a stake of 19 shares — an estimated $2.76K sold.

Authentikos Wealth Advisory first reported a position in UI in Q3 2023 and held it in 1 quarter. The position peaked at $2.76K in Q3 2023. 158 funds tracked by Wall St. Rank hold UI as of Q4 2023.

Authentikos Wealth Advisory reported no remaining Ubiquiti position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 19 Ubiquiti shares in Q4 2023, an estimated $2.76K.
Authentikos Wealth Advisory first reported a position in Ubiquiti in Q3 2023 and held it in 1 quarter.
Authentikos Wealth Advisory's Ubiquiti position peaked at $2.76K in Q3 2023.
158 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.