Confluence Wealth Services’s Uber UBER Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-366	Closed	-$15K	–	1093
2021 Q4	$15K	Buy	+366	New	+$15.8K	﹤0.01%	811

Other funds holding UBER

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

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Confluence Wealth Services's UBER Position: Q1 2022 in Review

Confluence Wealth Services sold out of Uber (UBER) in Q1 2022, closing a stake of 366 shares — an estimated $15K sold.

Confluence Wealth Services first reported a position in UBER in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 1,192 funds tracked by Wall St. Rank hold UBER as of Q1 2022.

Confluence Wealth Services reported no remaining Uber position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 366 Uber shares in Q1 2022, an estimated $15K.
Confluence Wealth Services first reported a position in Uber in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Uber position peaked at $15K in Q4 2021.
1,192 funds tracked by Wall St. Rank held Uber as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.