LWM Advisory Services’s Uber UBER Stock Holding History

LWM Advisory Services’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 Q2	–	Sell	-9,064	Closed	-$323K	–	122
2022 Q1	$323K	Sell	9,064 -1,384	-13%	-$49.8K	0.4%	76
2021 Q4	$438K	Buy	+10,448	New	+$450K	0.54%	54

Other funds holding UBER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LWM Advisory Services's UBER Position: Q2 2022 in Review

LWM Advisory Services sold out of Uber (UBER) in Q2 2022, closing a stake of 9,064 shares — an estimated $323K sold.

LWM Advisory Services first reported a position in UBER in Q4 2021 and held it in 2 quarters. The position peaked at $438K in Q4 2021. 1,047 funds tracked by Wall St. Rank hold UBER as of Q2 2022.

LWM Advisory Services reported no remaining Uber position as of Q2 2022 after selling out during the quarter.
LWM Advisory Services sold 9,064 Uber shares in Q2 2022, an estimated $323K.
LWM Advisory Services first reported a position in Uber in Q4 2021 and held it in 2 quarters.
LWM Advisory Services's Uber position peaked at $438K in Q4 2021.
1,047 funds tracked by Wall St. Rank held Uber as of Q2 2022.

Based on LWM Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.