First Allied Advisory Services’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$1.42M Sell
38,995
-5,676
-13% -$187K 0.05% 376
2020
Q2
$1.39M Sell
44,671
-8,862
-17% -$276K 0.05% 363
2020
Q1
$1.5M Buy
53,533
+27,700
+107% +$912K 0.06% 305
2019
Q4
$751K Buy
25,833
+3,338
+15% +$99K 0.03% 577
2019
Q3
$703K Buy
22,495
+1,268
+6% +$47.7K 0.03% 570
2019
Q2
$985K Buy
+21,227
New +$901K 0.03% 466

Other funds holding UBER

First Allied Advisory Services's UBER Position: Q3 2020 in Review

First Allied Advisory Services reduced its Uber (UBER) stake by 13% in Q3 2020, selling an estimated $187K and leaving 38,995 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #376.

First Allied Advisory Services first reported a position in UBER in Q2 2019 and has held it in 6 quarters since. The position peaked at $1.5M in Q1 2020. 820 funds tracked by Wall St. Rank hold UBER as of Q3 2020.

  • First Allied Advisory Services held 38,995 shares of Uber worth $1.42M as of Q3 2020.
  • First Allied Advisory Services sold 5,676 Uber shares in Q3 2020, an estimated $187K.
  • Uber made up 0.05% of First Allied Advisory Services's portfolio in Q3 2020, its #376 holding.
  • First Allied Advisory Services first reported a position in Uber in Q2 2019 and has held it in 6 quarters since.
  • First Allied Advisory Services's Uber position peaked at $1.5M in Q1 2020.
  • 820 funds tracked by Wall St. Rank held Uber as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.