Reston Wealth Management’s Uber UBER Stock Holding History

Reston Wealth Management’s Portfolio UBER Stock Details UBER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-114	Closed	-$8.57K	–	405
2024 Q3	$8.57K	Buy	+114	New	+$8.03K	﹤0.01%	261

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Reston Wealth Management's UBER Position: Q4 2024 in Review

Reston Wealth Management sold out of Uber (UBER) in Q4 2024, closing a stake of 114 shares — an estimated $8.57K sold.

Reston Wealth Management first reported a position in UBER in Q3 2024 and held it in 1 quarter. The position peaked at $8.57K in Q3 2024. 1,959 funds tracked by Wall St. Rank hold UBER as of Q4 2024.

Reston Wealth Management reported no remaining Uber position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 114 Uber shares in Q4 2024, an estimated $8.57K.
Reston Wealth Management first reported a position in Uber in Q3 2024 and held it in 1 quarter.
Reston Wealth Management's Uber position peaked at $8.57K in Q3 2024.
1,959 funds tracked by Wall St. Rank held Uber as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.