BOK Financial Private Wealth’s UBS Group UBS Stock Holding History

BOK Financial Private Wealth’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
2024 Q1	–	Sell	-904	Closed	-$27.9K	–	545
2023 Q4	$27.9K	Hold	904	–	–	﹤0.01%	300
2023 Q3	$22.3K	Hold	904	–	–	﹤0.01%	292
2023 Q2	$18.3K	Sell	904 -214	-19%	-$4.3K	﹤0.01%	291
2023 Q1	$23.9K	Buy	1,118 +214	+24%	+$4.46K	﹤0.01%	295
2022 Q4	$16.9K	Hold	904	–	–	﹤0.01%	303
2022 Q3	$13K	Hold	904	–	–	﹤0.01%	322
2022 Q2	$15K	Buy	+904	New	+$15.8K	﹤0.01%	324

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

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

BOK Financial Private Wealth's UBS Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of UBS Group (UBS) in Q1 2024, closing a stake of 904 shares — an estimated $27.9K sold.

BOK Financial Private Wealth first reported a position in UBS in Q2 2022 and held it in 7 quarters. The position peaked at $27.9K in Q4 2023. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

BOK Financial Private Wealth reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
BOK Financial Private Wealth sold 904 UBS Group shares in Q1 2024, an estimated $27.9K.
BOK Financial Private Wealth first reported a position in UBS Group in Q2 2022 and held it in 7 quarters.
BOK Financial Private Wealth's UBS Group position peaked at $27.9K in Q4 2023.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.