MFA Wealth Advisors’s Uber UBER Stock Holding History

MFA Wealth Advisors’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
2024 Q4	–	Sell	-135	Closed	-$10.1K	–	366
2024 Q3	$10.1K	Sell	135 -1,044	-89%	-$73.5K	﹤0.01%	333
2024 Q2	$85.7K	Buy	+1,179	New	+$81.9K	0.02%	143
2023 Q4	–	Sell	-4,596	Closed	-$211K	–	92
2023 Q3	$211K	Sell	4,596 -1,150	-20%	-$52.5K	0.07%	73
2023 Q2	$248K	Buy	+5,746	New	+$214K	0.08%	72
2021 Q4	–	Sell	-6,662	Closed	-$298K	–	75
2021 Q3	$298K	Buy	6,662 +1,158	+21%	+$50.6K	0.14%	55
2021 Q2	$276K	Sell	5,504 -2,132	-28%	-$111K	0.12%	59
2021 Q1	$417K	Buy	+7,636	New	+$426K	0.2%	47
2020 Q3	–	Sell	-51	Closed	-$1.58K	–	216
2020 Q2	$1.58K	Buy	+51	New	+$1.59K	﹤0.01%	234

Other funds holding UBER

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MFA Wealth Advisors's UBER Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Uber (UBER) in Q4 2024, closing a stake of 135 shares — an estimated $10.1K sold.

MFA Wealth Advisors first reported a position in UBER in Q2 2020 and held it in 8 quarters. The position peaked at $417K in Q1 2021. 1,962 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

MFA Wealth Advisors reported no remaining Uber position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 135 Uber shares in Q4 2024, an estimated $10.1K.
MFA Wealth Advisors first reported a position in Uber in Q2 2020 and held it in 8 quarters.
MFA Wealth Advisors's Uber position peaked at $417K in Q1 2021.
1,962 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.