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Northwest Financial Advisors’s Uber UBER Stock Holding History

Northwest Financial 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
-1,000
Closed -$75.2K – 509
2024
Q3 		$75.2K Buy
+1,000
New +$70.4K 0.06% 185
2024
Q1 		– Sell
-1,100
Closed -$67.7K – 493
2023
Q4 		$67.7K Buy
+1,100
New +$57.5K 0.06% 179

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Northwest Financial Advisors's UBER Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Uber (UBER) in Q4 2024, closing a stake of 1,000 shares — an estimated $75.2K sold.

Northwest Financial Advisors first reported a position in UBER in Q4 2023 and held it in 2 quarters. The position peaked at $75.2K in Q3 2024. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Uber position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,000 Uber shares in Q4 2024, an estimated $75.2K.
  • Northwest Financial Advisors first reported a position in Uber in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Uber position peaked at $75.2K in Q3 2024.
  • 1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.