CQS
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Credential Qtrade Securities’s Ubiquiti UI Stock Holding History

Credential Qtrade Securities’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.9K Hold
25
– – ﹤0.01% 341
2023
Q4 		$3.49K Buy
+25
New +$3.04K ﹤0.01% 331

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Credential Qtrade Securities's UI Position: Q1 2024 in Review

Credential Qtrade Securities held its Ubiquiti (UI) position steady in Q1 2024 at 25 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Credential Qtrade Securities first reported a position in UI in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.49K in Q4 2023. 148 funds tracked by Wall St. Rank hold UI as of Q1 2024.

  • Credential Qtrade Securities held 25 shares of Ubiquiti worth $2.9K as of Q1 2024.
  • Credential Qtrade Securities left its Ubiquiti share count unchanged in Q1 2024.
  • Ubiquiti made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #341 holding.
  • Credential Qtrade Securities first reported a position in Ubiquiti in Q4 2023 and has held it in 2 quarters since.
  • Credential Qtrade Securities's Ubiquiti position peaked at $3.49K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.