TWP
UBER icon

TFO Wealth Partners’s Uber UBER Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$154 – 698
2024
Q1 		$154 Sell
2
-4
-67% -$287 ﹤0.01% 556
2023
Q4 		$369 Hold
6
– – ﹤0.01% 439
2023
Q3 		$259 Buy
6
+4
+200% +$183 ﹤0.01% 709
2023
Q2 		$86 Hold
2
– – ﹤0.01% 694
2023
Q1 		$63 Sell
2
-506
-100% -$16.1K ﹤0.01% 719
2022
Q4 		$6.35K Buy
+508
New +$13.9K ﹤0.01% 146
2020
Q3 		– Sell
-240
Closed -$7K – 191
2020
Q2 		$7K Buy
+240
New +$7.48K ﹤0.01% 106

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TFO Wealth Partners's UBER Position: Q2 2024 in Review

TFO Wealth Partners sold out of Uber (UBER) in Q2 2024, closing a stake of 2 shares — an estimated $154 sold.

TFO Wealth Partners first reported a position in UBER in Q2 2020 and held it in 7 quarters. The position peaked at $7K in Q2 2020. 1,773 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

  • TFO Wealth Partners reported no remaining Uber position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Uber shares in Q2 2024, an estimated $154.
  • TFO Wealth Partners first reported a position in Uber in Q2 2020 and held it in 7 quarters.
  • TFO Wealth Partners's Uber position peaked at $7K in Q2 2020.
  • 1,773 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.