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Bartlett & Co Wealth Management’s UBS Group UBS Stock Holding History

Bartlett & Co Wealth 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
2021
Q3 		– Sell
-338
Closed -$5.18K – 1077
2021
Q2 		$5.18K Sell
338
-8,260
-96% -$130K ﹤0.01% 755
2021
Q1 		$134K Buy
8,598
+8,260
+2,444% +$127K ﹤0.01% 372
2020
Q4 		$4.78K Buy
+338
New +$4.47K ﹤0.01% 796

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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Bartlett & Co Wealth Management's UBS Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of UBS Group (UBS) in Q3 2021, closing a stake of 338 shares — an estimated $5.18K sold.

Bartlett & Co Wealth Management first reported a position in UBS in Q4 2020 and held it in 3 quarters. The position peaked at $134K in Q1 2021. 357 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining UBS Group position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 338 UBS Group shares in Q3 2021, an estimated $5.18K.
  • Bartlett & Co Wealth Management first reported a position in UBS Group in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's UBS Group position peaked at $134K in Q1 2021.
  • 357 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.