RA
UI icon

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 $5.72T AUM 30.48% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $25B AUM 28.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return