First Western Trust Bank’s Uber UBER Stock Holding History

First Western Trust Bank’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
2023 Q3	–	Sell	-4,976	Closed	-$215K	–	184
2023 Q2	$215K	Buy	+4,976	New	+$185K	0.01%	179

Other funds holding UBER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Western Trust Bank's UBER Position: Q3 2023 in Review

First Western Trust Bank sold out of Uber (UBER) in Q3 2023, closing a stake of 4,976 shares — an estimated $215K sold.

First Western Trust Bank first reported a position in UBER in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

First Western Trust Bank reported no remaining Uber position as of Q3 2023 after selling out during the quarter.
First Western Trust Bank sold 4,976 Uber shares in Q3 2023, an estimated $215K.
First Western Trust Bank first reported a position in Uber in Q2 2023 and held it in 1 quarter.
First Western Trust Bank's Uber position peaked at $215K in Q2 2023.
1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on First Western Trust Bank's 13F filing for Q3 2023, filed 14 Nov 2023.