BHWM
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Beaird Harris Wealth Management’s Ubiquiti UI Stock Holding History

Beaird Harris Wealth Management’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
Q1 		– Sell
-2
Closed -$547 – 735
2022
Q4 		$547 Buy
+2
New +$595 ﹤0.01% 696

Other funds holding UI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
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
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's UI Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Ubiquiti (UI) in Q1 2023, closing a stake of 2 shares — an estimated $547 sold.

Beaird Harris Wealth Management first reported a position in UI in Q4 2022 and held it in 1 quarter. The position peaked at $547 in Q4 2022. 200 funds tracked by Wall St. Rank hold UI as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Ubiquiti position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2 Ubiquiti shares in Q1 2023, an estimated $547.
  • Beaird Harris Wealth Management first reported a position in Ubiquiti in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Ubiquiti position peaked at $547 in Q4 2022.
  • 200 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.