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Clearview Wealth Advisors’s Uber UBER Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-98
Closed -$4.23K – 601
2023
Q2 		$4.23K Buy
98
+60
+158% +$2.23K ﹤0.01% 445
2023
Q1 		$1.21K Sell
38
-635
-94% -$20.1K ﹤0.01% 562
2022
Q4 		$16.6K Buy
673
+30
+5% +$821 0.01% 274
2022
Q3 		$17K Sell
643
-50
-7% -$1.38K 0.01% 281
2022
Q2 		$14K Buy
693
+605
+688% +$16.1K 0.01% 320
2022
Q1 		$3K Sell
88
-50
-36% -$1.8K ﹤0.01% 504
2021
Q4 		$6K Buy
138
+100
+263% +$4.31K ﹤0.01% 479
2021
Q3 		$2K Hold
38
– – ﹤0.01% 595
2021
Q2 		$2K Hold
38
– – ﹤0.01% 589
2021
Q1 		$2K Hold
38
– – ﹤0.01% 556
2020
Q4 		$2K Buy
+38
New +$1.7K ﹤0.01% 516

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Clearview Wealth Advisors's UBER Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Uber (UBER) in Q3 2023, closing a stake of 98 shares — an estimated $4.23K sold.

Clearview Wealth Advisors first reported a position in UBER in Q4 2020 and held it in 11 quarters. The position peaked at $17K in Q3 2022. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Uber position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 98 Uber shares in Q3 2023, an estimated $4.23K.
  • Clearview Wealth Advisors first reported a position in Uber in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Uber position peaked at $17K in Q3 2022.
  • 1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.