IVC Wealth Advisors’s Uber UBER Stock Holding History

IVC Wealth Advisors’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
2023 Q1	–	Sell	-11,469	Closed	-$304	–	155
2022 Q4	$304	Buy	+11,469	New	+$314K	﹤0.01%	155

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IVC Wealth Advisors's UBER Position: Q1 2023 in Review

IVC Wealth Advisors sold out of Uber (UBER) in Q1 2023, closing a stake of 11,469 shares — an estimated $304 sold.

IVC Wealth Advisors first reported a position in UBER in Q4 2022 and held it in 1 quarter. The position peaked at $304 in Q4 2022. 1,183 funds tracked by Wall St. Rank hold UBER as of Q1 2023.

IVC Wealth Advisors reported no remaining Uber position as of Q1 2023 after selling out during the quarter.
IVC Wealth Advisors sold 11,469 Uber shares in Q1 2023, an estimated $304.
IVC Wealth Advisors first reported a position in Uber in Q4 2022 and held it in 1 quarter.
IVC Wealth Advisors's Uber position peaked at $304 in Q4 2022.
1,183 funds tracked by Wall St. Rank held Uber as of Q1 2023.

Based on IVC Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.