Tyler-Stone Wealth Management’s UBS Group UBS Stock Holding History

Tyler-Stone Wealth 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
2024 Q3	–	Sell	-66	Closed	-$1.95K	–	898
2024 Q2	$1.95K	Buy	+66	New	+$1.96K	﹤0.01%	859

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

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

CCI

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

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

Tyler-Stone Wealth Management's UBS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of UBS Group (UBS) in Q3 2024, closing a stake of 66 shares — an estimated $1.95K sold.

Tyler-Stone Wealth Management first reported a position in UBS in Q2 2024 and held it in 1 quarter. The position peaked at $1.95K in Q2 2024. 548 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining UBS Group position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 66 UBS Group shares in Q3 2024, an estimated $1.95K.
Tyler-Stone Wealth Management first reported a position in UBS Group in Q2 2024 and held it in 1 quarter.
Tyler-Stone Wealth Management's UBS Group position peaked at $1.95K in Q2 2024.
548 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.