Financial Synergies Wealth Advisors’s UBS Group UBS Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-57	Closed	-$1.75K	–	443
2024 Q1	$1.75K	Buy	57 +11	+24%	+$325	﹤0.01%	339
2023 Q4	$859	Sell	46 -11	-19%	-$289	﹤0.01%	344
2023 Q3	$1.41K	Hold	57	–	–	﹤0.01%	339
2023 Q2	$1.16K	Buy	57 +11	+24%	+$221	﹤0.01%	357
2023 Q1	$982	Hold	46	–	–	﹤0.01%	377
2022 Q4	$859	Hold	46	–	–	﹤0.01%	344
2022 Q3	$668	Hold	46	–	–	﹤0.01%	346
2022 Q2	$747	Buy	+46	New	+$806	﹤0.01%	343

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of UBS Group (UBS) in Q2 2024, closing a stake of 57 shares — an estimated $1.75K sold.

Financial Synergies Wealth Advisors first reported a position in UBS in Q2 2022 and held it in 8 quarters. The position peaked at $1.75K in Q1 2024. 552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 57 UBS Group shares in Q2 2024, an estimated $1.75K.
Financial Synergies Wealth Advisors first reported a position in UBS Group in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's UBS Group position peaked at $1.75K in Q1 2024.
552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

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