HWMA
UBER icon

Heritage Wealth Management (Arizona)’s Uber UBER Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$38.4K Buy
1,554
+777
+100% +$21.3K 0.01% 549
2022
Q3 		$21K Buy
777
+489
+170% +$13.5K 0.01% 523
2022
Q2 		$5.89K Sell
288
-1,000
-78% -$26.5K ﹤0.01% 747
2022
Q1 		$46K Buy
+1,288
New +$46.3K 0.01% 488

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Arizona)'s UBER Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Uber (UBER) stake by 100% in Q4 2022, buying an estimated $21.3K and bringing the position to 1,554 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #549.

Heritage Wealth Management (Arizona) first reported a position in UBER in Q1 2022 and has held it in 4 quarters since. The position peaked at $46K in Q1 2022. 1,117 funds tracked by Wall St. Rank hold UBER as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,554 shares of Uber worth $38.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 777 Uber shares in Q4 2022, an estimated $21.3K.
  • Uber made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #549 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Uber in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Uber position peaked at $46K in Q1 2022.
  • 1,117 funds tracked by Wall St. Rank held Uber as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.