Focused Wealth Management’s UBS Group UBS Stock Holding History

Focused Wealth 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
2024 Q1	–	Sell	-46	Closed	-$1.42K	–	919
2023 Q4	$1.42K	Hold	46	–	–	﹤0.01%	814
2023 Q3	$1.13K	Hold	46	–	–	﹤0.01%	833
2023 Q2	$932	Buy	+46	New	+$925	﹤0.01%	893
2022 Q2	–	Sell	-4,400	Closed	-$86K	–	1082
2022 Q1	$86K	Buy	+4,400	New	+$83.2K	0.01%	227

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

CCI

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

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

Focused Wealth Management's UBS Position: Q1 2024 in Review

Focused Wealth Management sold out of UBS Group (UBS) in Q1 2024, closing a stake of 46 shares — an estimated $1.42K sold.

Focused Wealth Management first reported a position in UBS in Q1 2022 and held it in 4 quarters. The position peaked at $86K in Q1 2022. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

Focused Wealth Management reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 46 UBS Group shares in Q1 2024, an estimated $1.42K.
Focused Wealth Management first reported a position in UBS Group in Q1 2022 and held it in 4 quarters.
Focused Wealth Management's UBS Group position peaked at $86K in Q1 2022.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.