Centerpoint Advisors’s UBS Group UBS Stock Holding History

Centerpoint Advisors’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
2022 Q2	–	Sell	-18	Closed	–	–	443
2022 Q1	$0	Hold	18	–	–	﹤0.01%	464
2021 Q4	$0	Buy	+18	New	+$317	﹤0.01%	466
2020 Q4	–	Sell	-548	Closed	-$6K	–	260
2020 Q3	$6K	Hold	548	–	–	﹤0.01%	174
2020 Q2	$6K	Hold	548	–	–	﹤0.01%	193
2020 Q1	$5K	Hold	548	–	–	0.01%	185
2019 Q4	$7K	Hold	548	–	–	0.01%	187
2019 Q3	$6K	Hold	548	–	–	﹤0.01%	191
2019 Q2	$6K	Sell	548 -216	-28%	-$2.65K	﹤0.01%	185
2019 Q1	$9K	Hold	764	–	–	0.01%	166
2018 Q4	$9K	Hold	764	–	–	0.01%	159
2018 Q3	$12K	Hold	764	–	–	0.01%	146
2018 Q2	$12K	Hold	764	–	–	0.01%	172
2018 Q1	$13K	Hold	764	–	–	0.01%	151
2017 Q4	$14K	Buy	+764	New	+$13.3K	0.01%	134

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Centerpoint Advisors's UBS Position: Q2 2022 in Review

Centerpoint Advisors sold out of UBS Group (UBS) in Q2 2022, closing a stake of 18 shares.

Centerpoint Advisors first reported a position in UBS in Q4 2017 and held it in 14 quarters. The position peaked at $14K in Q4 2017. 368 funds tracked by Wall St. Rank hold UBS as of Q2 2022.

Centerpoint Advisors reported no remaining UBS Group position as of Q2 2022 after selling out during the quarter.
Centerpoint Advisors sold 18 UBS Group shares in Q2 2022.
Centerpoint Advisors first reported a position in UBS Group in Q4 2017 and held it in 14 quarters.
Centerpoint Advisors's UBS Group position peaked at $14K in Q4 2017.
368 funds tracked by Wall St. Rank held UBS Group as of Q2 2022.

Based on Centerpoint Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.