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FSC Wealth Advisors’s Uber UBER Stock Holding History

FSC Wealth Advisors’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
2024
Q4 		– Sell
-875
Closed -$65.8K – 325
2024
Q3 		$65.8K Sell
875
-233
-21% -$16.4K 0.05% 107
2024
Q2 		$80.5K Buy
+1,108
New +$77K 0.06% 85

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FSC Wealth Advisors's UBER Position: Q4 2024 in Review

FSC Wealth Advisors sold out of Uber (UBER) in Q4 2024, closing a stake of 875 shares — an estimated $65.8K sold.

FSC Wealth Advisors first reported a position in UBER in Q2 2024 and held it in 2 quarters. The position peaked at $80.5K in Q2 2024. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • FSC Wealth Advisors reported no remaining Uber position as of Q4 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 875 Uber shares in Q4 2024, an estimated $65.8K.
  • FSC Wealth Advisors first reported a position in Uber in Q2 2024 and held it in 2 quarters.
  • FSC Wealth Advisors's Uber position peaked at $80.5K in Q2 2024.
  • 1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on FSC Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.