UBS Group’s Rubicon Technologies, Inc. RBT Stock Holding History

UBS Group’s Portfolio RBT Stock Details RBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,314	Closed	-$1.34K	–	10475
2024 Q1	$1.34K	Buy	+3,314	New	+$3.27K	﹤0.01%	8157
2023 Q4	–	Sell	-93	Closed	-$193	–	10561
2023 Q3	$193	Buy	+93	New	+$436	﹤0.01%	8723
2023 Q2	–	Sell	-296	Closed	-$1.55K	–	10154
2023 Q1	$1.55K	Sell	296 -82	-22%	-$848	﹤0.01%	8710
2022 Q4	$5.38K	Buy	+378	New	+$5.97K	﹤0.01%	9182

Other funds holding RBT

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

UBS Group's RBT Position: Q2 2024 in Review

UBS Group sold out of Rubicon Technologies, Inc. (RBT) in Q2 2024, closing a stake of 3,314 shares — an estimated $1.34K sold.

UBS Group first reported a position in RBT in Q4 2022 and held it in 4 quarters. The position peaked at $5.38K in Q4 2022. 7 funds tracked by Wall St. Rank hold RBT as of Q2 2024.

UBS Group reported no remaining Rubicon Technologies, Inc. position as of Q2 2024 after selling out during the quarter.
UBS Group sold 3,314 Rubicon Technologies, Inc. shares in Q2 2024, an estimated $1.34K.
UBS Group first reported a position in Rubicon Technologies, Inc. in Q4 2022 and held it in 4 quarters.
UBS Group's Rubicon Technologies, Inc. position peaked at $5.38K in Q4 2022.
7 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.