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Resurgent Financial Advisors’s UBS Group UBS Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-1,048
Closed -$32.4K – 453
2023
Q4 		$32.4K Buy
1,048
+5
+0.5% +$131 0.02% 417
2023
Q3 		$25.7K Hold
1,043
– – 0.02% 443
2023
Q2 		$21.1K Hold
1,043
– – 0.01% 494
2023
Q1 		$22.3K Buy
+1,043
New +$21.8K 0.01% 463

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resurgent Financial Advisors's UBS Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of UBS Group (UBS) in Q1 2024, closing a stake of 1,048 shares — an estimated $32.4K sold.

Resurgent Financial Advisors first reported a position in UBS in Q1 2023 and held it in 4 quarters. The position peaked at $32.4K in Q4 2023. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,048 UBS Group shares in Q1 2024, an estimated $32.4K.
  • Resurgent Financial Advisors first reported a position in UBS Group in Q1 2023 and held it in 4 quarters.
  • Resurgent Financial Advisors's UBS Group position peaked at $32.4K in Q4 2023.
  • 537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.