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Glassman Wealth Services’s UBS Group UBS Stock Holding History

Glassman Wealth Services’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
2022
Q4 		– Sell
-2,526
Closed -$37K – 2037
2022
Q3 		$37K Buy
+2,526
New +$40.4K 0.01% 454
2021
Q1 		– Sell
-1,835
Closed -$26K – 1640
2020
Q4 		$26K Buy
+1,835
New +$24.3K 0.01% 463
2020
Q3 		– Sell
-656
Closed -$8K – 1500
2020
Q2 		$8K Buy
+656
New +$6.76K ﹤0.01% 542
2020
Q1 		– Sell
-55
Closed -$1K – 1582
2019
Q4 		$1K Buy
+55
New +$654 ﹤0.01% 1058

Other funds holding UBS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Glassman Wealth Services's UBS Position: Q4 2022 in Review

Glassman Wealth Services sold out of UBS Group (UBS) in Q4 2022, closing a stake of 2,526 shares — an estimated $37K sold.

Glassman Wealth Services first reported a position in UBS in Q4 2019 and held it in 4 quarters. The position peaked at $37K in Q3 2022. 376 funds tracked by Wall St. Rank hold UBS as of Q4 2022.

  • Glassman Wealth Services reported no remaining UBS Group position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 2,526 UBS Group shares in Q4 2022, an estimated $37K.
  • Glassman Wealth Services first reported a position in UBS Group in Q4 2019 and held it in 4 quarters.
  • Glassman Wealth Services's UBS Group position peaked at $37K in Q3 2022.
  • 376 funds tracked by Wall St. Rank held UBS Group as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.