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Freedman Financial Associates’s UBS Group UBS Stock Holding History

Freedman Financial Associates’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
2021
Q2 		– Sell
-500
Closed -$8K – 494
2021
Q1 		$8K Hold
500
– – 0.01% 369
2020
Q4 		$7K Buy
+500
New +$6.62K 0.01% 374

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Freedman Financial Associates's UBS Position: Q2 2021 in Review

Freedman Financial Associates sold out of UBS Group (UBS) in Q2 2021, closing a stake of 500 shares — an estimated $8K sold.

Freedman Financial Associates first reported a position in UBS in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 360 funds tracked by Wall St. Rank hold UBS as of Q2 2021.

  • Freedman Financial Associates reported no remaining UBS Group position as of Q2 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 500 UBS Group shares in Q2 2021, an estimated $8K.
  • Freedman Financial Associates first reported a position in UBS Group in Q4 2020 and held it in 2 quarters.
  • Freedman Financial Associates's UBS Group position peaked at $8K in Q1 2021.
  • 360 funds tracked by Wall St. Rank held UBS Group as of Q2 2021.

Based on Freedman Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.