C1AG
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Client 1st Advisory Group’s Uber UBER Stock Holding History

Client 1st Advisory Group’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
Q3 		– Sell
-3,085
Closed -$224K – 126
2024
Q2 		$224K Hold
3,085
– – 0.1% 106
2024
Q1 		$238K Buy
+3,085
New +$221K 0.11% 104

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Client 1st Advisory Group's UBER Position: Q3 2024 in Review

Client 1st Advisory Group sold out of Uber (UBER) in Q3 2024, closing a stake of 3,085 shares — an estimated $224K sold.

Client 1st Advisory Group first reported a position in UBER in Q1 2024 and held it in 2 quarters. The position peaked at $238K in Q1 2024. 1,848 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • Client 1st Advisory Group reported no remaining Uber position as of Q3 2024 after selling out during the quarter.
  • Client 1st Advisory Group sold 3,085 Uber shares in Q3 2024, an estimated $224K.
  • Client 1st Advisory Group first reported a position in Uber in Q1 2024 and held it in 2 quarters.
  • Client 1st Advisory Group's Uber position peaked at $238K in Q1 2024.
  • 1,848 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Client 1st Advisory Group's 13F filing for Q3 2024, filed 10 Feb 2025.