Redhawk Wealth Advisors’s UBS Group UBS Stock Holding History

Redhawk Wealth 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
2024 Q2	–	Sell	-9,967	Closed	-$306K	–	342
2024 Q1	$306K	Sell	9,967 -300	-3%	-$8.86K	0.05%	243
2023 Q4	$317K	Hold	10,267	–	–	0.06%	216
2023 Q3	$253K	Buy	+10,267	New	+$240K	0.08%	164
2019 Q3	–	Sell	-1,032	Closed	-$12K	–	414
2019 Q2	$12K	Buy	+1,032	New	+$12.6K	﹤0.01%	357

Other funds holding UBS

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Redhawk Wealth Advisors's UBS Position: Q2 2024 in Review

Redhawk Wealth Advisors sold out of UBS Group (UBS) in Q2 2024, closing a stake of 9,967 shares — an estimated $306K sold.

Redhawk Wealth Advisors first reported a position in UBS in Q2 2019 and held it in 4 quarters. The position peaked at $317K in Q4 2023. 552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

Redhawk Wealth Advisors reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
Redhawk Wealth Advisors sold 9,967 UBS Group shares in Q2 2024, an estimated $306K.
Redhawk Wealth Advisors first reported a position in UBS Group in Q2 2019 and held it in 4 quarters.
Redhawk Wealth Advisors's UBS Group position peaked at $317K in Q4 2023.
552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.