Powell Investment Advisors’s UBS Group UBS Stock Holding History

Powell Investment Advisors’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	-15,000	Closed	-$320K	–	138
2023 Q1	$320K	Buy	+15,000	New	+$313K	0.18%	83

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Powell Investment Advisors's UBS Position: Q2 2023 in Review

Powell Investment Advisors sold out of UBS Group (UBS) in Q2 2023, closing a stake of 15,000 shares — an estimated $320K sold.

Powell Investment Advisors first reported a position in UBS in Q1 2023 and held it in 1 quarter. The position peaked at $320K in Q1 2023. 457 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

Powell Investment Advisors reported no remaining UBS Group position as of Q2 2023 after selling out during the quarter.
Powell Investment Advisors sold 15,000 UBS Group shares in Q2 2023, an estimated $320K.
Powell Investment Advisors first reported a position in UBS Group in Q1 2023 and held it in 1 quarter.
Powell Investment Advisors's UBS Group position peaked at $320K in Q1 2023.
457 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on Powell Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.