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Money Concepts Capital’s UBS Group UBS Stock Holding History

Money Concepts Capital’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
Q2 		– Sell
-50,068
Closed -$1.07M – 482
2023
Q1 		$1.07M Sell
50,068
-3,556
-7% -$74.2K 0.06% 206
2022
Q4 		$1M Sell
53,624
-3,040
-5% -$51.7K 0.04% 294
2022
Q3 		$822K Buy
56,664
+55,596
+5,206% +$890K 0.05% 245
2022
Q2 		$17K Sell
1,068
-760
-42% -$13.3K ﹤0.01% 929
2022
Q1 		$36K Buy
+1,828
New +$34.6K ﹤0.01% 1368

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Money Concepts Capital's UBS Position: Q2 2023 in Review

Money Concepts Capital sold out of UBS Group (UBS) in Q2 2023, closing a stake of 50,068 shares — an estimated $1.07M sold.

Money Concepts Capital first reported a position in UBS in Q1 2022 and held it in 5 quarters. The position peaked at $1.07M in Q1 2023. 457 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

  • Money Concepts Capital reported no remaining UBS Group position as of Q2 2023 after selling out during the quarter.
  • Money Concepts Capital sold 50,068 UBS Group shares in Q2 2023, an estimated $1.07M.
  • Money Concepts Capital first reported a position in UBS Group in Q1 2022 and held it in 5 quarters.
  • Money Concepts Capital's UBS Group position peaked at $1.07M in Q1 2023.
  • 457 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.