Prestige Wealth Management Group’s UBS Group UBS Stock Holding History

Prestige Wealth Management Group’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	-458	Closed	-$8.55K	–	1156
2022 Q4	$8.55K	Buy	+458	New	+$7.79K	﹤0.01%	490
2022 Q3	–	Sell	-500	Closed	-$8K	–	1073
2022 Q2	$8K	Buy	+500	New	+$8.77K	﹤0.01%	484
2019 Q1	–	Sell	-142	Closed	-$2K	–	1099
2018 Q4	$2K	Buy	+142	New	+$1.93K	﹤0.01%	884

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

Prestige Wealth Management Group's UBS Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of UBS Group (UBS) in Q1 2023, closing a stake of 458 shares — an estimated $8.55K sold.

Prestige Wealth Management Group first reported a position in UBS in Q4 2018 and held it in 3 quarters. The position peaked at $8.55K in Q4 2022. 434 funds tracked by Wall St. Rank hold UBS as of Q1 2023.

Prestige Wealth Management Group reported no remaining UBS Group position as of Q1 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 458 UBS Group shares in Q1 2023, an estimated $8.55K.
Prestige Wealth Management Group first reported a position in UBS Group in Q4 2018 and held it in 3 quarters.
Prestige Wealth Management Group's UBS Group position peaked at $8.55K in Q4 2022.
434 funds tracked by Wall St. Rank held UBS Group as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.