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Intelligent Financial Strategies’s Uber UBER Stock Holding History

Intelligent Financial Strategies’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
Q1 		– Sell
-505
Closed -$21K – 115
2021
Q4 		$21K Buy
+505
New +$21.8K 0.02% 97

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Intelligent Financial Strategies's UBER Position: Q1 2022 in Review

Intelligent Financial Strategies sold out of Uber (UBER) in Q1 2022, closing a stake of 505 shares — an estimated $21K sold.

Intelligent Financial Strategies first reported a position in UBER in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 1,192 funds tracked by Wall St. Rank hold UBER as of Q1 2022.

  • Intelligent Financial Strategies reported no remaining Uber position as of Q1 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 505 Uber shares in Q1 2022, an estimated $21K.
  • Intelligent Financial Strategies first reported a position in Uber in Q4 2021 and held it in 1 quarter.
  • Intelligent Financial Strategies's Uber position peaked at $21K in Q4 2021.
  • 1,192 funds tracked by Wall St. Rank held Uber as of Q1 2022.

Based on Intelligent Financial Strategies's 13F filing for Q1 2022, filed 25 Apr 2022.