BetterWealth’s Ubiquiti UI Stock Holding History

BetterWealth’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 Q2	–	Sell	-1,000	Closed	-$272K	–	46
2023 Q1	$272K	Hold	1,000	–	–	0.11%	38
2022 Q4	$274K	Hold	1,000	–	–	0.12%	33
2022 Q3	$294K	Buy	+1,000	New	+$295K	0.15%	32

Other funds holding UI

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

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BetterWealth's UI Position: Q2 2023 in Review

BetterWealth sold out of Ubiquiti (UI) in Q2 2023, closing a stake of 1,000 shares — an estimated $272K sold.

BetterWealth first reported a position in UI in Q3 2022 and held it in 3 quarters. The position peaked at $294K in Q3 2022. 169 funds tracked by Wall St. Rank hold UI as of Q2 2023.

BetterWealth reported no remaining Ubiquiti position as of Q2 2023 after selling out during the quarter.
BetterWealth sold 1,000 Ubiquiti shares in Q2 2023, an estimated $272K.
BetterWealth first reported a position in Ubiquiti in Q3 2022 and held it in 3 quarters.
BetterWealth's Ubiquiti position peaked at $294K in Q3 2022.
169 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2023.

Based on BetterWealth's 13F filing for Q2 2023, filed 24 Jul 2023.