CM Wealth Advisors’s Uber UBER Stock Holding History

CM 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
2024 Q2	–	Sell	-8,355	Closed	-$588K	–	172
2024 Q1	$588K	Buy	+8,355	New	+$600K	0.17%	66

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CM Wealth Advisors's UBER Position: Q2 2024 in Review

CM Wealth Advisors sold out of Uber (UBER) in Q2 2024, closing a stake of 8,355 shares — an estimated $588K sold.

CM Wealth Advisors first reported a position in UBER in Q1 2024 and held it in 1 quarter. The position peaked at $588K in Q1 2024. 1,771 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

CM Wealth Advisors reported no remaining Uber position as of Q2 2024 after selling out during the quarter.
CM Wealth Advisors sold 8,355 Uber shares in Q2 2024, an estimated $588K.
CM Wealth Advisors first reported a position in Uber in Q1 2024 and held it in 1 quarter.
CM Wealth Advisors's Uber position peaked at $588K in Q1 2024.
1,771 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.