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Ropes Wealth Advisors’s Uber UBER Stock Holding History

Ropes Wealth Advisors’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
Q3 		– Sell
-32,602
Closed -$1.41M – 278
2023
Q2 		$1.41M Buy
32,602
+28
+0.1% +$1.04K 0.23% 99
2023
Q1 		$1.03M Sell
32,574
-145
-0.4% -$4.6K 0.19% 114
2022
Q4 		$809K Buy
32,719
+425
+1% +$11.6K 0.15% 131
2022
Q3 		$856K Buy
32,294
+20
+0.1% +$553 0.18% 110
2022
Q2 		$660K Buy
+32,274
New +$857K 0.14% 135
2021
Q1 		– Sell
-133
Closed -$7K – 752
2020
Q4 		$7K Buy
+133
New +$5.96K ﹤0.01% 557

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ropes Wealth Advisors's UBER Position: Q3 2023 in Review

Ropes Wealth Advisors sold out of Uber (UBER) in Q3 2023, closing a stake of 32,602 shares — an estimated $1.41M sold.

Ropes Wealth Advisors first reported a position in UBER in Q4 2020 and held it in 6 quarters. The position peaked at $1.41M in Q2 2023. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

  • Ropes Wealth Advisors reported no remaining Uber position as of Q3 2023 after selling out during the quarter.
  • Ropes Wealth Advisors sold 32,602 Uber shares in Q3 2023, an estimated $1.41M.
  • Ropes Wealth Advisors first reported a position in Uber in Q4 2020 and held it in 6 quarters.
  • Ropes Wealth Advisors's Uber position peaked at $1.41M in Q2 2023.
  • 1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.