JFA
UI icon

JNBA Financial Advisors’s Ubiquiti UI Stock Holding History

JNBA Financial Advisors’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-24
Closed -$7K – 883
2021
Q3 		$7K Buy
+24
New +$7.42K ﹤0.01% 555
2020
Q2 		– Sell
-63
Closed -$9K – 584
2020
Q1 		$9K Hold
63
– – ﹤0.01% 403
2019
Q4 		$12K Buy
+63
New +$10.2K ﹤0.01% 419

Other funds holding UI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JNBA Financial Advisors's UI Position: Q4 2021 in Review

JNBA Financial Advisors sold out of Ubiquiti (UI) in Q4 2021, closing a stake of 24 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in UI in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 227 funds tracked by Wall St. Rank hold UI as of Q4 2021.

  • JNBA Financial Advisors reported no remaining Ubiquiti position as of Q4 2021 after selling out during the quarter.
  • JNBA Financial Advisors sold 24 Ubiquiti shares in Q4 2021, an estimated $7K.
  • JNBA Financial Advisors first reported a position in Ubiquiti in Q4 2019 and held it in 3 quarters.
  • JNBA Financial Advisors's Ubiquiti position peaked at $12K in Q4 2019.
  • 227 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2021.

Based on JNBA Financial Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.