Ten Capital Wealth Advisors’s UBS Group UBS Stock Holding History

Ten Capital Wealth 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
2023 Q2	–	Sell	-1,491	Closed	-$31.8K	–	511
2023 Q1	$31.8K	Hold	1,491	–	–	0.01%	266
2022 Q4	$27.8K	Hold	1,491	–	–	0.01%	233
2022 Q3	$22K	Hold	1,491	–	–	0.01%	237
2022 Q2	$24K	Hold	1,491	–	–	0.01%	192
2022 Q1	$29K	Hold	1,491	–	–	0.01%	176
2021 Q4	$27K	Hold	1,491	–	–	0.01%	194
2021 Q3	$24K	Hold	1,491	–	–	0.01%	191
2021 Q2	$23K	Hold	1,491	–	–	0.01%	243
2021 Q1	$23K	Hold	1,491	–	–	0.01%	215
2020 Q4	$21K	Buy	+1,491	New	+$19.7K	0.01%	211

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Ten Capital Wealth Advisors's UBS Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of UBS Group (UBS) in Q2 2023, closing a stake of 1,491 shares — an estimated $31.8K sold.

Ten Capital Wealth Advisors first reported a position in UBS in Q4 2020 and held it in 10 quarters. The position peaked at $31.8K in Q1 2023. 458 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining UBS Group position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,491 UBS Group shares in Q2 2023, an estimated $31.8K.
Ten Capital Wealth Advisors first reported a position in UBS Group in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's UBS Group position peaked at $31.8K in Q1 2023.
458 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.