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Firestone Capital Management’s UBS Group UBS Stock Holding History

Firestone Capital Management’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
2020
Q2 		– Sell
-349
Closed -$3K – 456
2020
Q1 		$3K Hold
349
– – ﹤0.01% 399
2019
Q4 		$4K Buy
+349
New +$4.15K ﹤0.01% 400

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Firestone Capital Management's UBS Position: Q2 2020 in Review

Firestone Capital Management sold out of UBS Group (UBS) in Q2 2020, closing a stake of 349 shares — an estimated $3K sold.

Firestone Capital Management first reported a position in UBS in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 303 funds tracked by Wall St. Rank hold UBS as of Q2 2020.

  • Firestone Capital Management reported no remaining UBS Group position as of Q2 2020 after selling out during the quarter.
  • Firestone Capital Management sold 349 UBS Group shares in Q2 2020, an estimated $3K.
  • Firestone Capital Management first reported a position in UBS Group in Q4 2019 and held it in 2 quarters.
  • Firestone Capital Management's UBS Group position peaked at $4K in Q4 2019.
  • 303 funds tracked by Wall St. Rank held UBS Group as of Q2 2020.

Based on Firestone Capital Management's 13F filing for Q2 2020, filed 27 Jul 2020.