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Global Wealth Management Investment Advisory’s UBS Group UBS Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-12,689
Closed -$146K – 626
2020
Q2 		$146K Hold
12,689
– – 0.06% 124
2020
Q1 		$118K Hold
12,689
– – 0.06% 121
2019
Q4 		$160K Buy
+12,689
New +$151K 0.07% 116

Other funds holding UBS

Norges Bank
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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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Wealth Management Investment Advisory's UBS Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of UBS Group (UBS) in Q3 2020, closing a stake of 12,689 shares — an estimated $146K sold.

Global Wealth Management Investment Advisory first reported a position in UBS in Q4 2019 and held it in 3 quarters. The position peaked at $160K in Q4 2019. 303 funds tracked by Wall St. Rank hold UBS as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining UBS Group position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 12,689 UBS Group shares in Q3 2020, an estimated $146K.
  • Global Wealth Management Investment Advisory first reported a position in UBS Group in Q4 2019 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's UBS Group position peaked at $160K in Q4 2019.
  • 303 funds tracked by Wall St. Rank held UBS Group as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.