IHT Wealth Management’s UBS Group UBS Stock Holding History

IHT Wealth Management’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 Q2	–	Sell	-13,929	Closed	-$129K	–	642
2020 Q1	$129K	Sell	13,929 -1,666	-11%	-$19.2K	0.02%	500
2019 Q4	$196K	Buy	15,595 +1,308	+9%	+$15.6K	0.02%	572
2019 Q3	$162K	Buy	14,287 +358	+3%	+$4.03K	0.02%	561
2019 Q2	$165K	Hold	13,929	–	–	0.02%	507
2019 Q1	$169K	Sell	13,929 -951	-6%	-$12K	0.03%	478
2018 Q4	$184K	Buy	+14,880	New	+$202K	0.04%	433
2018 Q1	–	Sell	-77	Closed	-$1K	–	1760
2017 Q4	$1K	Hold	77	–	–	﹤0.01%	1634
2017 Q3	$1K	Hold	77	–	–	﹤0.01%	1365
2017 Q2	$25	Hold	77	–	–	0.01%	722
2017 Q1	$1K	Hold	77	–	–	﹤0.01%	1217
2016 Q4	$1K	Buy	+77	New	+$1.16K	﹤0.01%	1161

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

IHT Wealth Management's UBS Position: Q2 2020 in Review

IHT Wealth Management sold out of UBS Group (UBS) in Q2 2020, closing a stake of 13,929 shares — an estimated $129K sold.

IHT Wealth Management first reported a position in UBS in Q4 2016 and held it in 11 quarters. The position peaked at $196K in Q4 2019. 303 funds tracked by Wall St. Rank hold UBS as of Q2 2020.

IHT Wealth Management reported no remaining UBS Group position as of Q2 2020 after selling out during the quarter.
IHT Wealth Management sold 13,929 UBS Group shares in Q2 2020, an estimated $129K.
IHT Wealth Management first reported a position in UBS Group in Q4 2016 and held it in 11 quarters.
IHT Wealth Management's UBS Group position peaked at $196K in Q4 2019.
303 funds tracked by Wall St. Rank held UBS Group as of Q2 2020.

Based on IHT Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.