Capital Wealth Planning’s UBS Group UBS Stock Holding History

Capital Wealth Planning’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
2023 Q3	–	Sell	-11,471	Closed	-$233K	–	156
2023 Q2	$233K	Sell	11,471 -15,358	-57%	-$309K	﹤0.01%	126
2023 Q1	$573K	Buy	+26,829	New	+$560K	0.01%	75

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

Capital Wealth Planning's UBS Position: Q3 2023 in Review

Capital Wealth Planning sold out of UBS Group (UBS) in Q3 2023, closing a stake of 11,471 shares — an estimated $233K sold.

Capital Wealth Planning first reported a position in UBS in Q1 2023 and held it in 2 quarters. The position peaked at $573K in Q1 2023. 484 funds tracked by Wall St. Rank hold UBS as of Q3 2023.

Capital Wealth Planning reported no remaining UBS Group position as of Q3 2023 after selling out during the quarter.
Capital Wealth Planning sold 11,471 UBS Group shares in Q3 2023, an estimated $233K.
Capital Wealth Planning first reported a position in UBS Group in Q1 2023 and held it in 2 quarters.
Capital Wealth Planning's UBS Group position peaked at $573K in Q1 2023.
484 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.

Based on Capital Wealth Planning's 13F filing for Q3 2023, filed 6 Nov 2023.