Semmax Financial Advisors’s UBS Group UBS Stock Holding History

Semmax 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 Q2	–	Sell	-8	Closed	-$238	–	450
2024 Q1	$238	Hold	8	–	–	﹤0.01%	381
2023 Q4	$217	Hold	8	–	–	﹤0.01%	384
2023 Q3	$193	Buy	+8	New	+$187	﹤0.01%	350

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Semmax Financial Advisors's UBS Position: Q2 2024 in Review

Semmax Financial Advisors sold out of UBS Group (UBS) in Q2 2024, closing a stake of 8 shares — an estimated $238 sold.

Semmax Financial Advisors first reported a position in UBS in Q3 2023 and held it in 3 quarters. The position peaked at $238 in Q1 2024. 552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

Semmax Financial Advisors reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
Semmax Financial Advisors sold 8 UBS Group shares in Q2 2024, an estimated $238.
Semmax Financial Advisors first reported a position in UBS Group in Q3 2023 and held it in 3 quarters.
Semmax Financial Advisors's UBS Group position peaked at $238 in Q1 2024.
552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on Semmax Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.