Curated Wealth Partners’s UBS Group UBS Stock Holding History

Curated 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 Q2	–	Sell	-12,494	Closed	-$223K	–	161
2022 Q1	$223K	Hold	12,494	–	–	0.08%	128
2021 Q4	$223K	Sell	12,494 -403	-3%	-$7.09K	0.07%	132
2021 Q3	$206K	Buy	12,897 +293	+2%	+$4.75K	0.12%	140
2021 Q2	$193K	Sell	12,604 -14,291	-53%	-$226K	0.11%	142
2021 Q1	$418K	Sell	26,895 -3,118	-10%	-$47.9K	0.26%	75
2020 Q4	$424K	Buy	+30,013	New	+$397K	0.27%	72

Other funds holding UBS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 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 $1.15T AUM 47.82% 1-Year Est. Return

Curated Wealth Partners's UBS Position: Q2 2022 in Review

Curated Wealth Partners sold out of UBS Group (UBS) in Q2 2022, closing a stake of 12,494 shares — an estimated $223K sold.

Curated Wealth Partners first reported a position in UBS in Q4 2020 and held it in 6 quarters. The position peaked at $424K in Q4 2020. 369 funds tracked by Wall St. Rank hold UBS as of Q2 2022.

Curated Wealth Partners reported no remaining UBS Group position as of Q2 2022 after selling out during the quarter.
Curated Wealth Partners sold 12,494 UBS Group shares in Q2 2022, an estimated $223K.
Curated Wealth Partners first reported a position in UBS Group in Q4 2020 and held it in 6 quarters.
Curated Wealth Partners's UBS Group position peaked at $424K in Q4 2020.
369 funds tracked by Wall St. Rank held UBS Group as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.