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Cetera Advisors’s Uber UBER Stock Holding History

Cetera Advisors’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
2024
Q1 		$11.3M Buy
146,331
+68,152
+87% +$4.89M 0.09% 218
2023
Q4 		$4.81M Buy
78,179
+3,905
+5% +$204K 0.07% 289
2023
Q3 		$3.42M Buy
74,274
+10,114
+16% +$462K 0.05% 332
2023
Q2 		$2.77M Buy
64,160
+14,168
+28% +$527K 0.04% 374
2023
Q1 		$1.58M Buy
49,992
+5,674
+13% +$180K 0.03% 527
2022
Q4 		$1.1M Buy
44,318
+4,667
+12% +$128K 0.02% 643
2022
Q3 		$1.05M Buy
39,651
+586
+2% +$16.2K 0.03% 510
2022
Q2 		$799K Buy
39,065
+13
+0% +$345 0.02% 651
2022
Q1 		$1.39M Buy
39,052
+1,948
+5% +$70K 0.03% 503
2021
Q4 		$1.56M Buy
37,104
+5,985
+19% +$258K 0.03% 464
2021
Q3 		$1.39M Buy
31,119
+9,537
+44% +$417K 0.03% 502
2021
Q2 		$1.08M Buy
21,582
+4,840
+29% +$253K 0.03% 520
2021
Q1 		$913K Buy
16,742
+6,964
+71% +$389K 0.03% 519
2020
Q4 		$499K Buy
9,778
+572
+6% +$25.6K 0.02% 641
2020
Q3 		$336K Sell
9,206
-2,345
-20% -$77.4K 0.01% 689
2020
Q2 		$359K Sell
11,551
-1,091
-9% -$34K 0.02% 637
2020
Q1 		$353K Buy
+12,642
New +$416K 0.02% 553

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cetera Advisors's UBER Position: Q1 2024 in Review

Cetera Advisors increased its Uber (UBER) stake by 87% in Q1 2024, buying an estimated $4.89M and bringing the position to 146,331 shares worth $11.3M. The position accounts for 0.09% of the portfolio, ranked #218.

Cetera Advisors first reported a position in UBER in Q1 2020 and has held it in 17 quarters since. 1,715 funds tracked by Wall St. Rank hold UBER as of Q1 2024.

  • Cetera Advisors held 146,331 shares of Uber worth $11.3M as of Q1 2024.
  • Cetera Advisors bought 68,152 Uber shares in Q1 2024, an estimated $4.89M.
  • Uber made up 0.09% of Cetera Advisors's portfolio in Q1 2024, its #218 holding.
  • Cetera Advisors first reported a position in Uber in Q1 2020 and has held it in 17 quarters since.
  • 1,715 funds tracked by Wall St. Rank held Uber as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.