High Net Worth Advisory Group’s Uber UBER Stock Holding History

High Net Worth Advisory Group’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	–	Sell	-1,000	Closed	-$27K	–	691
2022 Q3	$27K	Sell	1,000 -2,100	-68%	-$58K	0.01%	416
2022 Q2	$63K	Buy	3,100 +3,000	+3,000%	+$79.6K	0.03%	290
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	611
2021 Q4	$4K	Buy	+100	New	+$4.31K	﹤0.01%	624

Other funds holding UBER

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

High Net Worth Advisory Group's UBER Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Uber (UBER) in Q4 2022, closing a stake of 1,000 shares — an estimated $27K sold.

High Net Worth Advisory Group first reported a position in UBER in Q4 2021 and held it in 4 quarters. The position peaked at $63K in Q2 2022. 1,117 funds tracked by Wall St. Rank hold UBER as of Q4 2022.

High Net Worth Advisory Group reported no remaining Uber position as of Q4 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 1,000 Uber shares in Q4 2022, an estimated $27K.
High Net Worth Advisory Group first reported a position in Uber in Q4 2021 and held it in 4 quarters.
High Net Worth Advisory Group's Uber position peaked at $63K in Q2 2022.
1,117 funds tracked by Wall St. Rank held Uber as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.