Laurel Wealth Planning’s UBS Group UBS Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-331	Closed	-$6.18K	–	191
2022 Q4	$6.18K	Hold	331	–	–	﹤0.01%	176
2022 Q3	$5K	Hold	331	–	–	﹤0.01%	183
2022 Q2	$5K	Hold	331	–	–	﹤0.01%	189
2022 Q1	$6K	Hold	331	–	–	﹤0.01%	216
2021 Q4	$6K	Hold	331	–	–	﹤0.01%	165
2021 Q3	$5K	Buy	+331	New	+$5.36K	﹤0.01%	175

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Laurel Wealth Planning's UBS Position: Q1 2023 in Review

Laurel Wealth Planning sold out of UBS Group (UBS) in Q1 2023, closing a stake of 331 shares — an estimated $6.18K sold.

Laurel Wealth Planning first reported a position in UBS in Q3 2021 and held it in 6 quarters. The position peaked at $6.18K in Q4 2022. 434 funds tracked by Wall St. Rank hold UBS as of Q1 2023.

Laurel Wealth Planning reported no remaining UBS Group position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 331 UBS Group shares in Q1 2023, an estimated $6.18K.
Laurel Wealth Planning first reported a position in UBS Group in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's UBS Group position peaked at $6.18K in Q4 2022.
434 funds tracked by Wall St. Rank held UBS Group as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.