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FinTrust Capital Advisors’s Uber UBER Stock Holding History

FinTrust Capital 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
Q3 		$38.3K Buy
509
+79
+18% +$5.56K 0.01% 656
2024
Q2 		$31.3K Hold
430
– – 0.01% 671
2024
Q1 		$33.1K Sell
430
-2,569
-86% -$184K 0.01% 645
2023
Q4 		$185K Buy
2,999
+1,391
+87% +$72.8K 0.04% 285
2023
Q3 		$74K Sell
1,608
-5,204
-76% -$238K 0.02% 400
2023
Q2 		$168K Hold
6,812
– – 0.04% 283
2023
Q1 		$168K Hold
6,812
– – 0.04% 279
2022
Q4 		$168K Buy
6,812
+146
+2% +$4K 0.04% 280
2022
Q3 		$184K Sell
6,666
-15
-0.2% -$414 0.05% 279
2022
Q2 		$156K Buy
6,681
+1,076
+19% +$28.6K 0.04% 303
2022
Q1 		$200K Buy
5,605
+1,952
+53% +$70.2K 0.05% 292
2021
Q4 		$153K Buy
3,653
+3,373
+1,205% +$145K 0.04% 335
2021
Q3 		$13K Hold
280
– – ﹤0.01% 858
2021
Q2 		$14K Hold
280
– – ﹤0.01% 854
2021
Q1 		$15K Sell
280
-3,500
-93% -$195K ﹤0.01% 797
2020
Q4 		$200K Buy
3,780
+3,500
+1,250% +$157K 0.06% 247
2020
Q3 		$10 Buy
+280
New +$9.24K ﹤0.01% 820
2020
Q2 		– Sell
-5,305
Closed -$148K – 1168
2020
Q1 		$148K Hold
5,305
– – 0.07% 234
2019
Q4 		$158K Buy
+5,305
New +$157K 0.06% 249

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return