UBS Group’s Tidal ETF Trust SoFi Be Your Own Boss ETF BYOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,110
| Closed | -$40.4K | – | 10372 |
|
|
2023
Q4 | $40.4K | Sell |
2,110
-748
| -26% | -$12.3K | ﹤0.01% | 6666 |
|
|
2023
Q3 | $43.3K | Buy |
2,858
+2,364
| +479% | +$38.9K | ﹤0.01% | 6380 |
|
|
2023
Q2 | $8.18K | Buy |
+494
| New | +$7.64K | ﹤0.01% | 7255 |
|
|
2023
Q1 | – | Sell |
-3,055
| Closed | -$39.2K | – | 10884 |
|
|
2022
Q4 | $39.2K | Sell |
3,055
-66
| -2% | -$879 | ﹤0.01% | 6992 |
|
|
2022
Q3 | $42K | Buy |
3,121
+1,486
| +91% | +$23.2K | ﹤0.01% | 6529 |
|
|
2022
Q2 | $24K | Buy |
1,635
+1,433
| +709% | +$24.4K | ﹤0.01% | 6668 |
|
|
2022
Q1 | $4K | Sell |
202
-535
| -73% | -$12.3K | ﹤0.01% | 9355 |
|
|
2021
Q4 | $21K | Buy |
737
+100
| +16% | +$3.37K | ﹤0.01% | 7806 |
|
|
2021
Q3 | $22K | Sell |
637
-930
| -59% | -$33.7K | ﹤0.01% | 7083 |
|
|
2021
Q2 | $61K | Sell |
1,567
-442
| -22% | -$16.3K | ﹤0.01% | 6256 |
|
|
2021
Q1 | $75K | Buy |
2,009
+997
| +99% | +$40.6K | ﹤0.01% | 6189 |
|
|
2020
Q4 | $37K | Sell |
1,012
-622
| -38% | -$20.2K | ﹤0.01% | 6462 |
|
|
2020
Q3 | $45K | Buy |
+1,634
| New | +$43.4K | ﹤0.01% | 5727 |
|
|
2019
Q4 | – | Sell |
-384
| Closed | -$7K | – | 8499 |
|
|
2019
Q3 | $7K | Buy |
+384
| New | +$7.37K | ﹤0.01% | 7362 |
|
UBS Group's BYOB Position: Q1 2024 in Review
UBS Group sold out of Tidal ETF Trust SoFi Be Your Own Boss ETF (BYOB) in Q1 2024, closing a stake of 2,110 shares — an estimated $40.4K sold.
UBS Group first reported a position in BYOB in Q3 2019 and held it in 14 quarters. The position peaked at $75K in Q1 2021. 0 funds tracked by Wall St. Rank hold BYOB as of Q1 2024.
- UBS Group reported no remaining Tidal ETF Trust SoFi Be Your Own Boss ETF position as of Q1 2024 after selling out during the quarter.
- UBS Group sold 2,110 Tidal ETF Trust SoFi Be Your Own Boss ETF shares in Q1 2024, an estimated $40.4K.
- UBS Group first reported a position in Tidal ETF Trust SoFi Be Your Own Boss ETF in Q3 2019 and held it in 14 quarters.
- UBS Group's Tidal ETF Trust SoFi Be Your Own Boss ETF position peaked at $75K in Q1 2021.
- 0 funds tracked by Wall St. Rank held Tidal ETF Trust SoFi Be Your Own Boss ETF as of Q1 2024.
Based on UBS Group's 13F filing for Q1 2024, filed 13 May 2024.