My Personal CFO LLC’s UBS Group UBS Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-645	Closed	-$12K	–	774
2022 Q4	$12K	Buy	+645	New	+$11K	0.01%	243

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

My Personal CFO LLC's UBS Position: Q1 2023 in Review

My Personal CFO LLC sold out of UBS Group (UBS) in Q1 2023, closing a stake of 645 shares — an estimated $12K sold.

My Personal CFO LLC first reported a position in UBS in Q4 2022 and held it in 1 quarter. The position peaked at $12K in Q4 2022. 434 funds tracked by Wall St. Rank hold UBS as of Q1 2023.

My Personal CFO LLC reported no remaining UBS Group position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 645 UBS Group shares in Q1 2023, an estimated $12K.
My Personal CFO LLC first reported a position in UBS Group in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's UBS Group position peaked at $12K in Q4 2022.
434 funds tracked by Wall St. Rank held UBS Group as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.