UBS Group
ALPS

UBS Group’s Alpine Summit Energy Partners ALPS Stock Holding History

UBS Group’s Portfolio ALPS Stock Details ALPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,876
Closed -$9.4K – 11100
2022
Q4 		$9.4K Sell
1,876
-2,993
-61% -$16.1K ﹤0.01% 8654
2022
Q3 		$25K Buy
+4,869
New +$26.1K ﹤0.01% 7125

Other funds holding ALPS

CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Pointe Capital Management Grosse Pointe Farms, Michigan $202M AUM 17.2% 1-Year Est. Return

UBS Group's ALPS Position: Q1 2023 in Review

UBS Group sold out of Alpine Summit Energy Partners (ALPS) in Q1 2023, closing a stake of 1,876 shares — an estimated $9.4K sold.

UBS Group first reported a position in ALPS in Q3 2022 and held it in 2 quarters. The position peaked at $25K in Q3 2022. 10 funds tracked by Wall St. Rank hold ALPS as of Q1 2023.

  • UBS Group reported no remaining Alpine Summit Energy Partners position as of Q1 2023 after selling out during the quarter.
  • UBS Group sold 1,876 Alpine Summit Energy Partners shares in Q1 2023, an estimated $9.4K.
  • UBS Group first reported a position in Alpine Summit Energy Partners in Q3 2022 and held it in 2 quarters.
  • UBS Group's Alpine Summit Energy Partners position peaked at $25K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held Alpine Summit Energy Partners as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.