UBS Group’s Amberwave Invest USA JSG Fund IUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-57
Closed -$886 11501
2022
Q4
$886 Hold
57
﹤0.01% 10046
2022
Q3
$1K Buy
+57
New +$915 ﹤0.01% 10214

UBS Group's IUSA Position: Q1 2023 in Review

UBS Group sold out of Amberwave Invest USA JSG Fund (IUSA) in Q1 2023, closing a stake of 57 shares — an estimated $886 sold.

UBS Group first reported a position in IUSA in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 0 funds tracked by Wall St. Rank hold IUSA as of Q1 2023.

  • UBS Group reported no remaining Amberwave Invest USA JSG Fund position as of Q1 2023 after selling out during the quarter.
  • UBS Group sold 57 Amberwave Invest USA JSG Fund shares in Q1 2023, an estimated $886.
  • UBS Group first reported a position in Amberwave Invest USA JSG Fund in Q3 2022 and held it in 2 quarters.
  • UBS Group's Amberwave Invest USA JSG Fund position peaked at $1K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Amberwave Invest USA JSG Fund as of Q1 2023.

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