Patriot Financial Group Insurance Agency’s UBS Group UBS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-2,054	Closed	-$33K	–	1847
2022 Q2	$33K	Sell	2,054 -362	-15%	-$6.35K	0.01%	871
2022 Q1	$47K	Sell	2,416 -11	-0.5%	-$208	0.01%	801
2021 Q4	$43K	Hold	2,427	–	–	0.01%	939
2021 Q3	$39K	Buy	2,427 +352	+17%	+$5.7K	0.01%	960
2021 Q2	$32K	Sell	2,075 -1	-0%	-$16	0.01%	1003
2021 Q1	$32K	Sell	2,076 -4	-0.2%	-$61	0.01%	934
2020 Q4	$29K	Hold	2,080	–	–	0.01%	868
2020 Q3	$23K	Hold	2,080	–	–	0.01%	756
2020 Q2	$24K	Buy	2,080 +612	+42%	+$6.3K	0.01%	703
2020 Q1	$14K	Buy	1,468 +1,388	+1,735%	+$16K	0.01%	762
2019 Q4	$1K	Hold	80	–	–	﹤0.01%	1262
2019 Q3	$1K	Sell	80 -3	-4%	-$34	﹤0.01%	1243
2019 Q2	$1K	Sell	83 -28	-25%	-$343	﹤0.01%	1346
2019 Q1	$1K	Buy	+111	New	+$1.41K	﹤0.01%	1179

Other funds holding UBS

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

PAMS

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

Patriot Financial Group Insurance Agency's UBS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of UBS Group (UBS) in Q3 2022, closing a stake of 2,054 shares — an estimated $33K sold.

Patriot Financial Group Insurance Agency first reported a position in UBS in Q1 2019 and held it in 14 quarters. The position peaked at $47K in Q1 2022. 365 funds tracked by Wall St. Rank hold UBS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining UBS Group position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,054 UBS Group shares in Q3 2022, an estimated $33K.
Patriot Financial Group Insurance Agency first reported a position in UBS Group in Q1 2019 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's UBS Group position peaked at $47K in Q1 2022.
365 funds tracked by Wall St. Rank held UBS Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.