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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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return