BDO Wealth Advisors’s Uber UBER Stock Holding History

BDO Wealth Advisors’s Portfolio UBER Stock Details UBER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$271K	Buy	6,289 +1,200	+24%	+$44.6K	0.03%	228
2023 Q1	$161K	Sell	5,089 -300	-6%	-$9.52K	0.02%	269
2022 Q4	$133K	Hold	5,389	–	–	0.02%	300
2022 Q3	$143K	Buy	5,389 +300	+6%	+$8.29K	0.02%	289
2022 Q2	$104K	Buy	5,089 +4,846	+1,994%	+$129K	0.01%	321
2022 Q1	$9K	Sell	243 -294	-55%	-$10.6K	﹤0.01%	757
2021 Q4	$23K	Buy	537 +343	+177%	+$14.8K	﹤0.01%	598
2021 Q3	$9K	Sell	194 -225	-54%	-$9.83K	﹤0.01%	751
2021 Q2	$21K	Buy	419 +94	+29%	+$4.91K	﹤0.01%	619
2021 Q1	$18K	Buy	325 +75	+30%	+$4.18K	﹤0.01%	633
2020 Q4	$13K	Buy	+250	New	+$11.2K	﹤0.01%	527

Other funds holding UBER

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BDO Wealth Advisors's UBER Position: Q2 2023 in Review

BDO Wealth Advisors increased its Uber (UBER) stake by 24% in Q2 2023, buying an estimated $44.6K and bringing the position to 6,289 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #228.

BDO Wealth Advisors first reported a position in UBER in Q4 2020 and has held it in 11 quarters since. 1,314 funds tracked by Wall St. Rank hold UBER as of Q2 2023.

BDO Wealth Advisors held 6,289 shares of Uber worth $271K as of Q2 2023.
BDO Wealth Advisors bought 1,200 Uber shares in Q2 2023, an estimated $44.6K.
Uber made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #228 holding.
BDO Wealth Advisors first reported a position in Uber in Q4 2020 and has held it in 11 quarters since.
1,314 funds tracked by Wall St. Rank held Uber as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.