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Rise Advisors’s Ubiquiti UI Stock Holding History

Rise Advisors’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-141
Closed -$19.7K – 1285
2023
Q4 		$19.7K Buy
141
+1
+0.7% +$122 0.01% 253
2023
Q3 		$20.4K Hold
140
– – 0.02% 233
2023
Q2 		$24.5K Buy
140
+1
+0.7% +$202 0.02% 214
2023
Q1 		$37.8K Hold
139
– – 0.03% 179
2022
Q4 		$38K Hold
139
– – 0.03% 176
2022
Q3 		$41K Buy
139
+1
+0.7% +$295 0.03% 171
2022
Q2 		$34K Hold
138
– – 0.03% 176
2022
Q1 		$40K Hold
138
– – 0.04% 169
2021
Q4 		$42.2K Buy
+138
New +$42K 0.04% 165

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rise Advisors's UI Position: Q1 2024 in Review

Rise Advisors sold out of Ubiquiti (UI) in Q1 2024, closing a stake of 141 shares — an estimated $19.7K sold.

Rise Advisors first reported a position in UI in Q4 2021 and held it in 9 quarters. The position peaked at $42.2K in Q4 2021. 148 funds tracked by Wall St. Rank hold UI as of Q1 2024.

  • Rise Advisors reported no remaining Ubiquiti position as of Q1 2024 after selling out during the quarter.
  • Rise Advisors sold 141 Ubiquiti shares in Q1 2024, an estimated $19.7K.
  • Rise Advisors first reported a position in Ubiquiti in Q4 2021 and held it in 9 quarters.
  • Rise Advisors's Ubiquiti position peaked at $42.2K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2024.

Based on Rise Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.