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Johnson Financial Group Inc (Wisconsin)’s UBS Group UBS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2024
Q3 		– Sell
-139
Closed -$4.11K – 1046
2024
Q2 		$4.11K Buy
+139
New +$4.13K ﹤0.01% 624

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Johnson Financial Group Inc (Wisconsin)'s UBS Position: Q3 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of UBS Group (UBS) in Q3 2024, closing a stake of 139 shares — an estimated $4.11K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in UBS in Q2 2024 and held it in 1 quarter. The position peaked at $4.11K in Q2 2024. 548 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining UBS Group position as of Q3 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 139 UBS Group shares in Q3 2024, an estimated $4.11K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in UBS Group in Q2 2024 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s UBS Group position peaked at $4.11K in Q2 2024.
  • 548 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2024, filed 13 Nov 2024.