Burt Wealth Advisors’s Uber UBER Stock Holding History

Burt 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
2021 Q1	–	Sell	-16	Closed	-$1K	–	347
2020 Q4	$1K	Buy	+16	New	+$717	﹤0.01%	381

Other funds holding UBER

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

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

Burt Wealth Advisors's UBER Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Uber (UBER) in Q1 2021, closing a stake of 16 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in UBER in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 1,094 funds tracked by Wall St. Rank hold UBER as of Q1 2021.

Burt Wealth Advisors reported no remaining Uber position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 16 Uber shares in Q1 2021, an estimated $1K.
Burt Wealth Advisors first reported a position in Uber in Q4 2020 and held it in 1 quarter.
Burt Wealth Advisors's Uber position peaked at $1K in Q4 2020.
1,094 funds tracked by Wall St. Rank held Uber as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.