Childress Capital Advisors’s UBS Group UBS Stock Holding History

Childress Capital 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
2021 Q1	–	Sell	-166	Closed	-$4K	–	900
2020 Q4	$4K	Buy	+166	New	+$2.2K	﹤0.01%	849

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Childress Capital Advisors's UBS Position: Q1 2021 in Review

Childress Capital Advisors sold out of UBS Group (UBS) in Q1 2021, closing a stake of 166 shares — an estimated $4K sold.

Childress Capital Advisors first reported a position in UBS in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 346 funds tracked by Wall St. Rank hold UBS as of Q1 2021.

Childress Capital Advisors reported no remaining UBS Group position as of Q1 2021 after selling out during the quarter.
Childress Capital Advisors sold 166 UBS Group shares in Q1 2021, an estimated $4K.
Childress Capital Advisors first reported a position in UBS Group in Q4 2020 and held it in 1 quarter.
Childress Capital Advisors's UBS Group position peaked at $4K in Q4 2020.
346 funds tracked by Wall St. Rank held UBS Group as of Q1 2021.

Based on Childress Capital Advisors's 13F filing for Q1 2021, filed 21 May 2021.