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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 – 370
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return