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Capital Analysts LLC’s UBS Group UBS Stock Holding History

Capital Analysts LLC’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
2021
Q3 		– Sell
-175
Closed -$3K – 1032
2021
Q2 		$3K Hold
175
– – ﹤0.01% 863
2021
Q1 		$3K Hold
175
– – ﹤0.01% 937
2020
Q4 		$2K Buy
+175
New +$2.32K ﹤0.01% 700

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Capital Analysts LLC's UBS Position: Q3 2021 in Review

Capital Analysts LLC sold out of UBS Group (UBS) in Q3 2021, closing a stake of 175 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in UBS in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 357 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

  • Capital Analysts LLC reported no remaining UBS Group position as of Q3 2021 after selling out during the quarter.
  • Capital Analysts LLC sold 175 UBS Group shares in Q3 2021, an estimated $3K.
  • Capital Analysts LLC first reported a position in UBS Group in Q4 2020 and held it in 3 quarters.
  • Capital Analysts LLC's UBS Group position peaked at $3K in Q2 2021.
  • 357 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on Capital Analysts LLC's 13F filing for Q3 2021, filed 4 Nov 2021.