UBS Group
TDSA

UBS Group’s Cabana Target Drawdown 5 ETF TDSA Stock Holding History

UBS Group’s Portfolio TDSA Stock Details TDSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-107
Closed -$2.19K – 10433
2023
Q3 		$2.19K Buy
+107
New +$2.21K ﹤0.01% 7747
2023
Q2 		– Sell
-38
Closed -$792 – 10108
2023
Q1 		$792 Sell
38
-4,714
-99% -$99.5K ﹤0.01% 8902
2022
Q4 		$102K Buy
4,752
+3,760
+379% +$81.6K ﹤0.01% 6081
2022
Q3 		$21K Buy
992
+527
+113% +$11.5K ﹤0.01% 7360
2022
Q2 		$10K Buy
+465
New +$10.5K ﹤0.01% 8051
2022
Q1 		– Sell
-260
Closed -$7K – 11202
2021
Q4 		$7K Sell
260
-105
-29% -$2.73K ﹤0.01% 9192
2021
Q3 		$9K Buy
+365
New +$9.44K ﹤0.01% 8136
2021
Q2 		– Sell
-7
Closed – – 9999
2021
Q1 		$0 Sell
7
-18
-72% -$437 ﹤0.01% 9639
2020
Q4 		$1K Hold
25
– – ﹤0.01% 8272
2020
Q3 		$1K Buy
+25
New +$613 ﹤0.01% 7866

UBS Group's TDSA Position: Q4 2023 in Review

UBS Group sold out of Cabana Target Drawdown 5 ETF (TDSA) in Q4 2023, closing a stake of 107 shares — an estimated $2.19K sold.

UBS Group first reported a position in TDSA in Q3 2020 and held it in 10 quarters. The position peaked at $102K in Q4 2022. 0 funds tracked by Wall St. Rank hold TDSA as of Q4 2023.

  • UBS Group reported no remaining Cabana Target Drawdown 5 ETF position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 107 Cabana Target Drawdown 5 ETF shares in Q4 2023, an estimated $2.19K.
  • UBS Group first reported a position in Cabana Target Drawdown 5 ETF in Q3 2020 and held it in 10 quarters.
  • UBS Group's Cabana Target Drawdown 5 ETF position peaked at $102K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Cabana Target Drawdown 5 ETF as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.