U.S. Capital Wealth Advisors’s Ubiquiti UI Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-93	Closed	-$25.4K	–	1479
2022 Q4	$25.4K	Buy	+93	New	+$27.7K	﹤0.01%	1055

Other funds holding UI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

U.S. Capital Wealth Advisors's UI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Ubiquiti (UI) in Q1 2023, closing a stake of 93 shares — an estimated $25.4K sold.

U.S. Capital Wealth Advisors first reported a position in UI in Q4 2022 and held it in 1 quarter. The position peaked at $25.4K in Q4 2022. 200 funds tracked by Wall St. Rank hold UI as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Ubiquiti position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 93 Ubiquiti shares in Q1 2023, an estimated $25.4K.
U.S. Capital Wealth Advisors first reported a position in Ubiquiti in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Ubiquiti position peaked at $25.4K in Q4 2022.
200 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.