LWAC
UBS icon

Laurel Wealth Advisors (California)’s UBS Group UBS Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$1.05M Sell
56,509
-13,000
-19% -$221K 0.1% 204
2022
Q3 		$1.01M Hold
69,509
– – 0.11% 208
2022
Q2 		$1.13M Buy
69,509
+17,000
+32% +$298K 0.12% 196
2022
Q1 		$1.03M Buy
+52,509
New +$993K 0.08% 241

Other funds holding UBS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Laurel Wealth Advisors (California) reduced its UBS Group (UBS) stake by 19% in Q4 2022, selling an estimated $221K and leaving 56,509 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #204.

Laurel Wealth Advisors (California) first reported a position in UBS in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.13M in Q2 2022. 376 funds tracked by Wall St. Rank hold UBS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 56,509 shares of UBS Group worth $1.05M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 13,000 UBS Group shares in Q4 2022, an estimated $221K.
  • UBS Group made up 0.1% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #204 holding.
  • Laurel Wealth Advisors (California) first reported a position in UBS Group in Q1 2022 and has held it in 4 quarters since.
  • Laurel Wealth Advisors (California)'s UBS Group position peaked at $1.13M in Q2 2022.
  • 376 funds tracked by Wall St. Rank held UBS Group as of Q4 2022.

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