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Independent Solutions Wealth Management’s Uber UBER Stock Holding History

Independent Solutions Wealth Management’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
2024
Q2 		– Sell
-3,509
Closed -$270K – 174
2024
Q1 		$270K Sell
3,509
-519
-13% -$37.3K 0.06% 148
2023
Q4 		$248K Sell
4,028
-2,744
-41% -$144K 0.06% 151
2023
Q3 		$311K Buy
6,772
+1,980
+41% +$90.5K 0.08% 159
2023
Q2 		$207K Buy
+4,792
New +$178K 0.05% 212

Other funds holding UBER

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Independent Solutions Wealth Management's UBER Position: Q2 2024 in Review

Independent Solutions Wealth Management sold out of Uber (UBER) in Q2 2024, closing a stake of 3,509 shares — an estimated $270K sold.

Independent Solutions Wealth Management first reported a position in UBER in Q2 2023 and held it in 4 quarters. The position peaked at $311K in Q3 2023. 1,771 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

  • Independent Solutions Wealth Management reported no remaining Uber position as of Q2 2024 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 3,509 Uber shares in Q2 2024, an estimated $270K.
  • Independent Solutions Wealth Management first reported a position in Uber in Q2 2023 and held it in 4 quarters.
  • Independent Solutions Wealth Management's Uber position peaked at $311K in Q3 2023.
  • 1,771 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2024, filed 19 Dec 2024.