FAIM
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Financial Advocates Investment Management’s Ubiquiti UI Stock Holding History

Financial Advocates Investment Management’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
2023
Q1 		– Sell
-797
Closed -$218K – 821
2022
Q4 		$218K Buy
+797
New +$237K 0.02% 660

Other funds holding UI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Advocates Investment Management's UI Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Ubiquiti (UI) in Q1 2023, closing a stake of 797 shares — an estimated $218K sold.

Financial Advocates Investment Management first reported a position in UI in Q4 2022 and held it in 1 quarter. The position peaked at $218K in Q4 2022. 200 funds tracked by Wall St. Rank hold UI as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Ubiquiti position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 797 Ubiquiti shares in Q1 2023, an estimated $218K.
  • Financial Advocates Investment Management first reported a position in Ubiquiti in Q4 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Ubiquiti position peaked at $218K in Q4 2022.
  • 200 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.