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Prestige Wealth Management Group’s Ubiquiti UI Stock Holding History

Prestige Wealth Management Group’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-138
Closed -$26K – 1006
2019
Q4 		$26K Hold
138
– – 0.01% 261
2019
Q3 		$16K Buy
+138
New +$16.7K 0.01% 304

Other funds holding UI

DGI
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prestige Wealth Management Group's UI Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of Ubiquiti (UI) in Q1 2020, closing a stake of 138 shares — an estimated $26K sold.

Prestige Wealth Management Group first reported a position in UI in Q3 2019 and held it in 2 quarters. The position peaked at $26K in Q4 2019. 190 funds tracked by Wall St. Rank hold UI as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining Ubiquiti position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 138 Ubiquiti shares in Q1 2020, an estimated $26K.
  • Prestige Wealth Management Group first reported a position in Ubiquiti in Q3 2019 and held it in 2 quarters.
  • Prestige Wealth Management Group's Ubiquiti position peaked at $26K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.