Graves Light Lenhart Wealth’s UBS Group UBS Stock Holding History

Graves Light Lenhart Wealth’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 Q1	–	Sell	-1,988	Closed	-$36K	–	749
2021 Q4	$36K	Hold	1,988	–	–	0.01%	451
2021 Q3	$32K	Hold	1,988	–	–	0.01%	430
2021 Q2	$30K	Sell	1,988 -2,445	-55%	-$38.6K	﹤0.01%	445
2021 Q1	$69K	Sell	4,433 -327	-7%	-$5.03K	0.01%	336
2020 Q4	$67K	Buy	+4,760	New	+$63K	0.01%	326

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Graves Light Lenhart Wealth's UBS Position: Q1 2022 in Review

Graves Light Lenhart Wealth sold out of UBS Group (UBS) in Q1 2022, closing a stake of 1,988 shares — an estimated $36K sold.

Graves Light Lenhart Wealth first reported a position in UBS in Q4 2020 and held it in 5 quarters. The position peaked at $69K in Q1 2021. 376 funds tracked by Wall St. Rank hold UBS as of Q1 2022.

Graves Light Lenhart Wealth reported no remaining UBS Group position as of Q1 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,988 UBS Group shares in Q1 2022, an estimated $36K.
Graves Light Lenhart Wealth first reported a position in UBS Group in Q4 2020 and held it in 5 quarters.
Graves Light Lenhart Wealth's UBS Group position peaked at $69K in Q1 2021.
376 funds tracked by Wall St. Rank held UBS Group as of Q1 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2022, filed 13 May 2022.