Core Wealth Advisors (Florida)’s Uber UBER Stock Holding History

Core Wealth Advisors (Florida)’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	-90	Closed	-$6.93K	–	222
2024 Q1	$6.93K	Hold	90	–	–	﹤0.01%	210
2023 Q4	$5.54K	Hold	90	–	–	﹤0.01%	215
2023 Q3	$4.14K	Hold	90	–	–	﹤0.01%	202
2023 Q2	$3.89K	Hold	90	–	–	﹤0.01%	207
2023 Q1	$2.85K	Hold	90	–	–	﹤0.01%	217
2022 Q4	$2.23K	Hold	90	–	–	﹤0.01%	234
2022 Q3	$2K	Hold	90	–	–	﹤0.01%	206
2022 Q2	$2K	Hold	90	–	–	﹤0.01%	202
2022 Q1	$3K	Hold	90	–	–	﹤0.01%	175
2021 Q4	$4K	Sell	90 -75	-45%	-$3.23K	﹤0.01%	187
2021 Q3	$7K	Buy	165 +10	+6%	+$437	﹤0.01%	149
2021 Q2	$8K	Hold	155	–	–	0.01%	138
2021 Q1	$8K	Sell	155 -25	-14%	-$1.4K	0.01%	124
2020 Q4	$9K	Buy	180 +100	+125%	+$4.48K	0.01%	120
2020 Q3	$3K	Hold	80	–	–	﹤0.01%	132
2020 Q2	$2K	Hold	80	–	–	﹤0.01%	116
2020 Q1	$2K	Hold	80	–	–	﹤0.01%	136
2019 Q4	$2K	Buy	+80	New	+$2.37K	﹤0.01%	121

Other funds holding UBER

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Core Wealth Advisors (Florida)'s UBER Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Uber (UBER) in Q2 2024, closing a stake of 90 shares — an estimated $6.93K sold.

Core Wealth Advisors (Florida) first reported a position in UBER in Q4 2019 and held it in 18 quarters. The position peaked at $9K in Q4 2020. 1,773 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Uber position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 90 Uber shares in Q2 2024, an estimated $6.93K.
Core Wealth Advisors (Florida) first reported a position in Uber in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Uber position peaked at $9K in Q4 2020.
1,773 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.