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Financial Synergies Wealth Advisors’s Uber UBER Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-150
Closed -$11.5K – 442
2024
Q1 		$11.5K Buy
150
+15
+11% +$1.08K ﹤0.01% 240
2023
Q4 		$3.34K Hold
135
– – ﹤0.01% 232
2023
Q3 		$6.21K Hold
135
– – ﹤0.01% 259
2023
Q2 		$5.83K Hold
135
– – ﹤0.01% 256
2023
Q1 		$4.28K Hold
135
– – ﹤0.01% 272
2022
Q4 		$3.34K Hold
135
– – ﹤0.01% 232
2022
Q3 		$3.58K Hold
135
– – ﹤0.01% 201
2022
Q2 		$2.76K Buy
+135
New +$3.58K ﹤0.01% 216

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Synergies Wealth Advisors's UBER Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Uber (UBER) in Q2 2024, closing a stake of 150 shares — an estimated $11.5K sold.

Financial Synergies Wealth Advisors first reported a position in UBER in Q2 2022 and held it in 8 quarters. The position peaked at $11.5K in Q1 2024. 1,772 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Uber position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 150 Uber shares in Q2 2024, an estimated $11.5K.
  • Financial Synergies Wealth Advisors first reported a position in Uber in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Uber position peaked at $11.5K in Q1 2024.
  • 1,772 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.