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IBEX Wealth Advisors’s United Microelectronic UMC Stock Holding History

IBEX Wealth Advisors’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-13,108
Closed -$153K – 204
2021
Q4 		$153K Buy
+13,108
New +$146K 0.03% 189

Other funds holding UMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IBEX Wealth Advisors's UMC Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of United Microelectronic (UMC) in Q1 2022, closing a stake of 13,108 shares — an estimated $153K sold.

IBEX Wealth Advisors first reported a position in UMC in Q4 2021 and held it in 1 quarter. The position peaked at $153K in Q4 2021. 241 funds tracked by Wall St. Rank hold UMC as of Q1 2022.

  • IBEX Wealth Advisors reported no remaining United Microelectronic position as of Q1 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 13,108 United Microelectronic shares in Q1 2022, an estimated $153K.
  • IBEX Wealth Advisors first reported a position in United Microelectronic in Q4 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's United Microelectronic position peaked at $153K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held United Microelectronic as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.