Carolinas Wealth Consulting’s UBS Group UBS Stock Holding History

Carolinas Wealth Consulting’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
2024 Q1	–	Sell	-32	Closed	-$982	–	1153
2023 Q4	$982	Sell	32 -11	-26%	-$289	﹤0.01%	836
2023 Q3	$1.02K	Hold	43	–	–	﹤0.01%	831
2023 Q2	$878	Sell	43 -3	-7%	-$60	﹤0.01%	928
2023 Q1	$982	Buy	+46	New	+$960	﹤0.01%	898

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

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

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carolinas Wealth Consulting's UBS Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of UBS Group (UBS) in Q1 2024, closing a stake of 32 shares — an estimated $982 sold.

Carolinas Wealth Consulting first reported a position in UBS in Q1 2023 and held it in 4 quarters. The position peaked at $1.02K in Q3 2023. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

Carolinas Wealth Consulting reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 32 UBS Group shares in Q1 2024, an estimated $982.
Carolinas Wealth Consulting first reported a position in UBS Group in Q1 2023 and held it in 4 quarters.
Carolinas Wealth Consulting's UBS Group position peaked at $1.02K in Q3 2023.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.