Concord Wealth Partners’s UBS Group UBS Stock Holding History

Concord Wealth Partners’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
2022 Q1	–	Sell	-24	Closed	–	–	1389
2021 Q4	$0	Buy	+24	New	+$423	﹤0.01%	1351

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Concord Wealth Partners's UBS Position: Q1 2022 in Review

Concord Wealth Partners sold out of UBS Group (UBS) in Q1 2022, closing a stake of 24 shares.

Concord Wealth Partners first reported a position in UBS in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 376 funds tracked by Wall St. Rank hold UBS as of Q1 2022.

Concord Wealth Partners reported no remaining UBS Group position as of Q1 2022 after selling out during the quarter.
Concord Wealth Partners sold 24 UBS Group shares in Q1 2022.
Concord Wealth Partners first reported a position in UBS Group in Q4 2021 and held it in 1 quarter.
Concord Wealth Partners's UBS Group position peaked at $0 in Q4 2021.
376 funds tracked by Wall St. Rank held UBS Group as of Q1 2022.

Based on Concord Wealth Partners's 13F filing for Q1 2022, filed 20 Apr 2022.