Regent Peak Wealth Advisors’s UBS Group UBS Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-89	Closed	-$1K	–	927
2020 Q4	$1K	Buy	+89	New	+$1.18K	﹤0.01%	998

Other funds holding UBS

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Regent Peak Wealth Advisors's UBS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of UBS Group (UBS) in Q1 2021, closing a stake of 89 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in UBS in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 346 funds tracked by Wall St. Rank hold UBS as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining UBS Group position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 89 UBS Group shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in UBS Group in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's UBS Group position peaked at $1K in Q4 2020.
346 funds tracked by Wall St. Rank held UBS Group as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.