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RIA Advisory Group’s Uber UBER Stock Holding History

RIA Advisory Group’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
2023
Q4 		– Sell
-10,644
Closed -$490K – 192
2023
Q3 		$490K Buy
+10,644
New +$486K 0.22% 62
2023
Q1 		– Sell
-26,996
Closed -$668K – 142
2022
Q4 		$668K Buy
+26,996
New +$739K 0.39% 41

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RIA Advisory Group's UBER Position: Q4 2023 in Review

RIA Advisory Group sold out of Uber (UBER) in Q4 2023, closing a stake of 10,644 shares — an estimated $490K sold.

RIA Advisory Group first reported a position in UBER in Q4 2022 and held it in 2 quarters. The position peaked at $668K in Q4 2022. 1,551 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

  • RIA Advisory Group reported no remaining Uber position as of Q4 2023 after selling out during the quarter.
  • RIA Advisory Group sold 10,644 Uber shares in Q4 2023, an estimated $490K.
  • RIA Advisory Group first reported a position in Uber in Q4 2022 and held it in 2 quarters.
  • RIA Advisory Group's Uber position peaked at $668K in Q4 2022.
  • 1,551 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on RIA Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.