CFM Wealth Partners’s UBS Group UBS Stock Holding History

CFM Wealth Partners’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
2020 Q2	–	Sell	-2,079	Closed	-$20K	–	544
2020 Q1	$20K	Buy	+2,079	New	+$24K	0.01%	368

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

CFM Wealth Partners's UBS Position: Q2 2020 in Review

CFM Wealth Partners sold out of UBS Group (UBS) in Q2 2020, closing a stake of 2,079 shares — an estimated $20K sold.

CFM Wealth Partners first reported a position in UBS in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 303 funds tracked by Wall St. Rank hold UBS as of Q2 2020.

CFM Wealth Partners reported no remaining UBS Group position as of Q2 2020 after selling out during the quarter.
CFM Wealth Partners sold 2,079 UBS Group shares in Q2 2020, an estimated $20K.
CFM Wealth Partners first reported a position in UBS Group in Q1 2020 and held it in 1 quarter.
CFM Wealth Partners's UBS Group position peaked at $20K in Q1 2020.
303 funds tracked by Wall St. Rank held UBS Group as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.