UBS Group’s Puhui Wealth Investment Management Co., Ltd. PHCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-208
| Closed | -$557 | – | 11546 |
|
|
2022
Q4 | $557 | Sell |
208
-1,547
| -88% | -$4.36K | ﹤0.01% | 10134 |
|
|
2022
Q3 | $5K | Buy |
1,755
+1,284
| +273% | +$6.22K | ﹤0.01% | 9299 |
|
|
2022
Q2 | $2K | Buy |
+471
| New | +$1.94K | ﹤0.01% | 9748 |
|
|
2021
Q4 | – | Sell |
-701
| Closed | -$9K | – | 11122 |
|
|
2021
Q3 | $9K | Sell |
701
-1,314
| -65% | -$26K | ﹤0.01% | 8148 |
|
|
2021
Q2 | $47K | Buy |
2,015
+2,011
| +50,275% | +$49.1K | ﹤0.01% | 6501 |
|
|
2021
Q1 | $0 | Buy |
+4
| New | +$95 | ﹤0.01% | 9719 |
|
|
2020
Q4 | – | Sell |
-527
| Closed | -$9K | – | 8948 |
|
|
2020
Q3 | $9K | Buy |
+527
| New | +$11.6K | ﹤0.01% | 6975 |
|
|
2020
Q2 | – | Sell |
-185
| Closed | -$2K | – | 8527 |
|
|
2020
Q1 | $2K | Buy |
185
+12
| +7% | +$157 | ﹤0.01% | 7674 |
|
|
2019
Q4 | $2K | Sell |
173
-44
| -20% | -$661 | ﹤0.01% | 7883 |
|
|
2019
Q3 | $3K | Buy |
+217
| New | +$3.37K | ﹤0.01% | 7684 |
|
|
2019
Q2 | – | Sell |
-334
| Closed | -$7K | – | 8286 |
|
|
2019
Q1 | $7K | Buy |
334
+151
| +83% | +$4.14K | ﹤0.01% | 7036 |
|
|
2018
Q4 | $7K | Buy |
+183
| New | +$6.5K | ﹤0.01% | 7441 |
|
UBS Group's PHCF Position: Q1 2023 in Review
UBS Group sold out of Puhui Wealth Investment Management Co., Ltd. (PHCF) in Q1 2023, closing a stake of 208 shares — an estimated $557 sold.
UBS Group first reported a position in PHCF in Q4 2018 and held it in 12 quarters. The position peaked at $47K in Q2 2021. 0 funds tracked by Wall St. Rank hold PHCF as of Q1 2023.
- UBS Group reported no remaining Puhui Wealth Investment Management Co., Ltd. position as of Q1 2023 after selling out during the quarter.
- UBS Group sold 208 Puhui Wealth Investment Management Co., Ltd. shares in Q1 2023, an estimated $557.
- UBS Group first reported a position in Puhui Wealth Investment Management Co., Ltd. in Q4 2018 and held it in 12 quarters.
- UBS Group's Puhui Wealth Investment Management Co., Ltd. position peaked at $47K in Q2 2021.
- 0 funds tracked by Wall St. Rank held Puhui Wealth Investment Management Co., Ltd. as of Q1 2023.
Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.