Liberty Wealth Management’s UBS Group UBS Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-383	Closed	-$6K	–	1036
2021 Q3	$6K	Buy	383 +180	+89%	+$2.92K	﹤0.01%	928
2021 Q2	$3K	Buy	203 +1	+0.5%	+$16	﹤0.01%	882
2021 Q1	$2K	Hold	202	–	–	﹤0.01%	837
2020 Q4	$2K	Buy	202 +65	+47%	+$861	﹤0.01%	834
2020 Q3	$2K	Hold	137	–	–	﹤0.01%	781
2020 Q2	$1K	Hold	137	–	–	﹤0.01%	824
2020 Q1	$1K	Hold	137	–	–	﹤0.01%	847
2019 Q4	$2K	Buy	+137	New	+$1.63K	﹤0.01%	786

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Liberty Wealth Management's UBS Position: Q4 2021 in Review

Liberty Wealth Management sold out of UBS Group (UBS) in Q4 2021, closing a stake of 383 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in UBS in Q4 2019 and held it in 8 quarters. The position peaked at $6K in Q3 2021. 367 funds tracked by Wall St. Rank hold UBS as of Q4 2021.

Liberty Wealth Management reported no remaining UBS Group position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 383 UBS Group shares in Q4 2021, an estimated $6K.
Liberty Wealth Management first reported a position in UBS Group in Q4 2019 and held it in 8 quarters.
Liberty Wealth Management's UBS Group position peaked at $6K in Q3 2021.
367 funds tracked by Wall St. Rank held UBS Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.