Fiduciary Alliance’s UBS Group UBS Stock Holding History

Fiduciary Alliance’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
2023 Q3	–	Sell	-334	Closed	-$6.77K	–	896
2023 Q2	$6.77K	Buy	+334	New	+$6.71K	﹤0.01%	637
2023 Q1	–	Sell	-100	Closed	-$1.87K	–	824
2022 Q4	$1.87K	Buy	+100	New	+$1.7K	﹤0.01%	709

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fiduciary Alliance's UBS Position: Q3 2023 in Review

Fiduciary Alliance sold out of UBS Group (UBS) in Q3 2023, closing a stake of 334 shares — an estimated $6.77K sold.

Fiduciary Alliance first reported a position in UBS in Q4 2022 and held it in 2 quarters. The position peaked at $6.77K in Q2 2023. 484 funds tracked by Wall St. Rank hold UBS as of Q3 2023.

Fiduciary Alliance reported no remaining UBS Group position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 334 UBS Group shares in Q3 2023, an estimated $6.77K.
Fiduciary Alliance first reported a position in UBS Group in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's UBS Group position peaked at $6.77K in Q2 2023.
484 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.