TFO Wealth Partners’s UBS Group UBS Stock Holding History

TFO Wealth Partners’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
2022 Q3	–	Sell	-55	Closed	-$1K	–	474
2022 Q2	$1K	Buy	+55	New	+$964	﹤0.01%	476

Other funds holding UBS

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 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

TFO Wealth Partners's UBS Position: Q3 2022 in Review

TFO Wealth Partners sold out of UBS Group (UBS) in Q3 2022, closing a stake of 55 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in UBS in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 364 funds tracked by Wall St. Rank hold UBS as of Q3 2022.

TFO Wealth Partners reported no remaining UBS Group position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 55 UBS Group shares in Q3 2022, an estimated $1K.
TFO Wealth Partners first reported a position in UBS Group in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's UBS Group position peaked at $1K in Q2 2022.
364 funds tracked by Wall St. Rank held UBS Group as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.