Financial Gravity Asset Management’s USB AG (NEW) OUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$16K Buy
+511
New +$16K 0.01% 832
2019
Q4
$13K Buy
+54
New +$13K 0.01% 1147

Other funds holding OUBS

Financial Gravity Asset Management's OUBS Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in USB AG (NEW) (OUBS) in Q3 2021: 511 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in OUBS as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in OUBS in Q4 2019 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold OUBS as of Q3 2021.

  • Financial Gravity Asset Management held 511 shares of USB AG (NEW) worth $16K as of Q3 2021.
  • USB AG (NEW) was a new Financial Gravity Asset Management position in Q3 2021.
  • USB AG (NEW) made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #832 holding.
  • Financial Gravity Asset Management first reported a position in USB AG (NEW) in Q4 2019 and has held it in 2 quarters since.
  • 2 funds tracked by Wall St. Rank held USB AG (NEW) as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.