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Laurel Wealth Advisors (California)’s Uber UBER Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		– Sell
-8,137
Closed -$215K – 673
2022
Q3 		$215K Buy
+8,137
New +$225K 0.02% 591
2022
Q2 		– Sell
-8,344
Closed -$298K – 755
2022
Q1 		$298K Sell
8,344
-3,024
-27% -$109K 0.02% 587
2021
Q4 		$477K Buy
+11,368
New +$490K 0.04% 465

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Laurel Wealth Advisors (California)'s UBER Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of Uber (UBER) in Q4 2022, closing a stake of 8,137 shares — an estimated $215K sold.

Laurel Wealth Advisors (California) first reported a position in UBER in Q4 2021 and held it in 3 quarters. The position peaked at $477K in Q4 2021. 1,117 funds tracked by Wall St. Rank hold UBER as of Q4 2022.

  • Laurel Wealth Advisors (California) reported no remaining Uber position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 8,137 Uber shares in Q4 2022, an estimated $215K.
  • Laurel Wealth Advisors (California) first reported a position in Uber in Q4 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s Uber position peaked at $477K in Q4 2021.
  • 1,117 funds tracked by Wall St. Rank held Uber as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.