Capital Advisory Group Advisory Services’s Uber UBER Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-480	Closed	-$22K	–	475
2021 Q3	$22K	Sell	480 -4,416	-90%	-$193K	0.01%	324
2021 Q2	$245K	Buy	4,896 +286	+6%	+$14.9K	0.09%	173
2021 Q1	$251K	Buy	4,610 +3,870	+523%	+$216K	0.1%	157
2020 Q4	$38K	Hold	740	–	–	0.02%	264
2020 Q3	$27K	Hold	740	–	–	0.01%	238
2020 Q2	$23K	Buy	740 +300	+68%	+$9.35K	0.01%	245
2020 Q1	$12K	Buy	+440	New	+$14.5K	0.01%	220
2019 Q3	–	Sell	-200	Closed	-$9K	–	452
2019 Q2	$9K	Buy	+200	New	+$8.49K	0.01%	296

Other funds holding UBER

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital Advisory Group Advisory Services's UBER Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of Uber (UBER) in Q4 2021, closing a stake of 480 shares — an estimated $22K sold.

Capital Advisory Group Advisory Services first reported a position in UBER in Q2 2019 and held it in 8 quarters. The position peaked at $251K in Q1 2021. 1,230 funds tracked by Wall St. Rank hold UBER as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining Uber position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 480 Uber shares in Q4 2021, an estimated $22K.
Capital Advisory Group Advisory Services first reported a position in Uber in Q2 2019 and held it in 8 quarters.
Capital Advisory Group Advisory Services's Uber position peaked at $251K in Q1 2021.
1,230 funds tracked by Wall St. Rank held Uber as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.