PSI Advisors’s UBS Group UBS Stock Holding History

PSI 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 Q3	–	Sell	-11	Closed	-$223	–	891
2023 Q2	$223	Buy	+11	New	+$221	﹤0.01%	791

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PSI Advisors's UBS Position: Q3 2023 in Review

PSI Advisors sold out of UBS Group (UBS) in Q3 2023, closing a stake of 11 shares — an estimated $223 sold.

PSI Advisors first reported a position in UBS in Q2 2023 and held it in 1 quarter. The position peaked at $223 in Q2 2023. 484 funds tracked by Wall St. Rank hold UBS as of Q3 2023.

PSI Advisors reported no remaining UBS Group position as of Q3 2023 after selling out during the quarter.
PSI Advisors sold 11 UBS Group shares in Q3 2023, an estimated $223.
PSI Advisors first reported a position in UBS Group in Q2 2023 and held it in 1 quarter.
PSI Advisors's UBS Group position peaked at $223 in Q2 2023.
484 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.

Based on PSI Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.