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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return