FinTrust Capital Advisors’s UBS Group UBS Stock Holding History

FinTrust Capital 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 Q3	$20.4K	Buy	659 +8	+1%	+$240	﹤0.01%	803
2024 Q2	$19.2K	Hold	651	–	–	﹤0.01%	772
2024 Q1	$20K	Sell	651 -99	-13%	-$2.92K	﹤0.01%	733
2023 Q4	$23.2K	Hold	750	–	–	﹤0.01%	668
2023 Q3	$18.5K	Buy	750 +299	+66%	+$6.98K	﹤0.01%	672
2023 Q2	$8.42K	Hold	451	–	–	﹤0.01%	795
2023 Q1	$8.42K	Hold	451	–	–	﹤0.01%	791
2022 Q4	$8.42K	Hold	451	–	–	﹤0.01%	789
2022 Q3	$7K	Hold	451	–	–	﹤0.01%	968
2022 Q2	$7K	Hold	451	–	–	﹤0.01%	983
2022 Q1	$9K	Buy	451 +145	+47%	+$2.74K	﹤0.01%	980
2021 Q4	$5K	Hold	306	–	–	﹤0.01%	1030
2021 Q3	$5K	Hold	306	–	–	﹤0.01%	1033
2021 Q2	$5K	Hold	306	–	–	﹤0.01%	1054
2021 Q1	$5K	Hold	306	–	–	﹤0.01%	1027
2020 Q4	$4K	Hold	306	–	–	﹤0.01%	977
2020 Q3	$3	Hold	306	–	–	﹤0.01%	1040
2020 Q2	$4K	Buy	+306	New	+$3.15K	﹤0.01%	862
2019 Q2	–	Sell	-695	Closed	-$8K	–	1259
2019 Q1	$8K	Sell	695 -105	-13%	-$1.33K	﹤0.01%	841
2018 Q4	$10K	Buy	+800	New	+$10.9K	﹤0.01%	773

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

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

CCI

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

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

FinTrust Capital Advisors's UBS Position: Q3 2024 in Review

FinTrust Capital Advisors increased its UBS Group (UBS) stake by 1.2% in Q3 2024, buying an estimated $240 and bringing the position to 659 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

FinTrust Capital Advisors first reported a position in UBS in Q4 2018 and has held it in 20 quarters since. The position peaked at $23.2K in Q4 2023. 548 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

FinTrust Capital Advisors held 659 shares of UBS Group worth $20.4K as of Q3 2024.
FinTrust Capital Advisors bought 8 UBS Group shares in Q3 2024, an estimated $240.
UBS Group made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #803 holding.
FinTrust Capital Advisors first reported a position in UBS Group in Q4 2018 and has held it in 20 quarters since.
FinTrust Capital Advisors's UBS Group position peaked at $23.2K in Q4 2023.
548 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.