TD Ameritrade Investment Management’s UBS Group UBS Stock Holding History

TD Ameritrade Investment Management’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
2023 Q3	–	Sell	-71	Closed	-$1K	–	457
2023 Q2	$1K	Sell	71 -141	-67%	-$2.83K	﹤0.01%	528
2023 Q1	$5K	Hold	212	–	–	﹤0.01%	428
2022 Q4	$4K	Hold	212	–	–	﹤0.01%	446
2022 Q3	$3K	Hold	212	–	–	﹤0.01%	483
2022 Q2	$3K	Sell	212 -7,916	-97%	-$139K	﹤0.01%	519
2022 Q1	$159K	Sell	8,128 -7,388	-48%	-$140K	﹤0.01%	251
2021 Q4	$277K	Buy	15,516 +15,317	+7,697%	+$270K	﹤0.01%	222
2021 Q3	$2K	Sell	199 -13,181	-99%	-$213K	﹤0.01%	593
2021 Q2	$205K	Buy	13,380 +3,557	+36%	+$56.2K	﹤0.01%	235
2021 Q1	$139K	Hold	9,823	–	–	﹤0.01%	244
2020 Q4	$139K	Buy	9,823 +9,624	+4,836%	+$127K	﹤0.01%	244
2020 Q3	$2K	Hold	199	–	–	﹤0.01%	593
2020 Q2	$2K	Hold	199	–	–	﹤0.01%	589
2020 Q1	$2K	Sell	199 -116	-37%	-$1.34K	﹤0.01%	564
2019 Q4	$4K	Sell	315 -4	-1%	-$48	﹤0.01%	539
2019 Q3	$4K	Sell	319 -253	-44%	-$2.85K	﹤0.01%	558
2019 Q2	$7K	Sell	572 -44	-7%	-$539	﹤0.01%	462
2019 Q1	$7K	Buy	616 +113	+22%	+$1.43K	﹤0.01%	410
2018 Q4	$6K	Buy	503 +426	+553%	+$5.78K	﹤0.01%	437
2018 Q3	$1K	Buy	+77	New	+$1.21K	﹤0.01%	558

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TD Ameritrade Investment Management's UBS Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of UBS Group (UBS) in Q3 2023, closing a stake of 71 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in UBS in Q3 2018 and held it in 20 quarters. The position peaked at $277K in Q4 2021. 484 funds tracked by Wall St. Rank hold UBS as of Q3 2023.

TD Ameritrade Investment Management reported no remaining UBS Group position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 71 UBS Group shares in Q3 2023, an estimated $1K.
TD Ameritrade Investment Management first reported a position in UBS Group in Q3 2018 and held it in 20 quarters.
TD Ameritrade Investment Management's UBS Group position peaked at $277K in Q4 2021.
484 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.