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Bay Harbor Wealth Management’s UBS Group UBS Stock Holding History

Bay Harbor 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
Q1 		– Sell
-82
Closed -$1K – 412
2020
Q4 		$1K Buy
+82
New +$1.09K ﹤0.01% 402

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PAMU
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Bay Harbor Wealth Management's UBS Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of UBS Group (UBS) in Q1 2021, closing a stake of 82 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in UBS in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 346 funds tracked by Wall St. Rank hold UBS as of Q1 2021.

  • Bay Harbor Wealth Management reported no remaining UBS Group position as of Q1 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 82 UBS Group shares in Q1 2021, an estimated $1K.
  • Bay Harbor Wealth Management first reported a position in UBS Group in Q4 2020 and held it in 1 quarter.
  • Bay Harbor Wealth Management's UBS Group position peaked at $1K in Q4 2020.
  • 346 funds tracked by Wall St. Rank held UBS Group as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.