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Brewin Dolphin Wealth Management’s UBS Group UBS Stock Holding History

Brewin Dolphin 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
2022
Q2 		– Sell
-534
Closed -$10K – 385
2022
Q1 		$10K Buy
+534
New +$10.1K ﹤0.01% 293

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Brewin Dolphin Wealth Management's UBS Position: Q2 2022 in Review

Brewin Dolphin Wealth Management sold out of UBS Group (UBS) in Q2 2022, closing a stake of 534 shares — an estimated $10K sold.

Brewin Dolphin Wealth Management first reported a position in UBS in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 368 funds tracked by Wall St. Rank hold UBS as of Q2 2022.

  • Brewin Dolphin Wealth Management reported no remaining UBS Group position as of Q2 2022 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 534 UBS Group shares in Q2 2022, an estimated $10K.
  • Brewin Dolphin Wealth Management first reported a position in UBS Group in Q1 2022 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's UBS Group position peaked at $10K in Q1 2022.
  • 368 funds tracked by Wall St. Rank held UBS Group as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.