Empirical Wealth Management’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-246
Closed -$207K 588
2024
Q1
$207K Buy
+246
New +$191K 0.01% 507

Empirical Wealth Management's FBGX Position: Q2 2024 in Review

Empirical Wealth Management sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2024, closing a stake of 246 shares — an estimated $207K sold.

Empirical Wealth Management first reported a position in FBGX in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 0 funds tracked by Wall St. Rank hold FBGX as of Q2 2024.

  • Empirical Wealth Management reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 246 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2024, an estimated $207K.
  • Empirical Wealth Management first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q1 2024 and held it in 1 quarter.
  • Empirical Wealth Management's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $207K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2024.

Based on Empirical Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.