Cherry Tree Wealth Management’s UBS Group UBS Stock Holding History

Cherry Tree Wealth Management’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 Q2	–	Sell	-75	Closed	-$2.3K	–	624
2024 Q1	$2.3K	Buy	+75	New	+$2.22K	﹤0.01%	503

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Cherry Tree Wealth Management's UBS Position: Q2 2024 in Review

Cherry Tree Wealth Management sold out of UBS Group (UBS) in Q2 2024, closing a stake of 75 shares — an estimated $2.3K sold.

Cherry Tree Wealth Management first reported a position in UBS in Q1 2024 and held it in 1 quarter. The position peaked at $2.3K in Q1 2024. 552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

Cherry Tree Wealth Management reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
Cherry Tree Wealth Management sold 75 UBS Group shares in Q2 2024, an estimated $2.3K.
Cherry Tree Wealth Management first reported a position in UBS Group in Q1 2024 and held it in 1 quarter.
Cherry Tree Wealth Management's UBS Group position peaked at $2.3K in Q1 2024.
552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.