Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,906
Closed -$341K 345
2023
Q2
$341K Sell
7,906
-15
-0.2% -$558 0.06% 266
2023
Q1
$251K Sell
7,921
-533
-6% -$16.9K 0.05% 321
2022
Q4
$209K Sell
8,454
-212
-2% -$5.8K 0.04% 337
2022
Q3
$230K Sell
8,666
-2,350
-21% -$64.9K 0.05% 334
2022
Q2
$226K Sell
11,016
-980
-8% -$26K 0.04% 362
2022
Q1
$428K Buy
11,996
+300
+3% +$10.8K 0.07% 272
2021
Q4
$491K Sell
11,696
-1,203
-9% -$51.9K 0.07% 258
2021
Q3
$577K Sell
12,899
-167
-1% -$7.3K 0.09% 240
2021
Q2
$660K Sell
13,066
-1,783
-12% -$93.1K 0.11% 219
2021
Q1
$809K Sell
14,849
-2,385
-14% -$133K 0.15% 171
2020
Q4
$879K Buy
17,234
+7,710
+81% +$346K 0.18% 148
2020
Q3
$347K Sell
9,524
-11,130
-54% -$367K 0.24% 108
2020
Q2
$642K Sell
20,654
-667
-3% -$20.8K 0.17% 152
2020
Q1
$595K Buy
+21,321
New +$702K 0.19% 134

Other funds holding UBER

V Wealth Advisors's UBER Position: Q3 2023 in Review

V Wealth Advisors sold out of Uber (UBER) in Q3 2023, closing a stake of 7,906 shares — an estimated $341K sold.

V Wealth Advisors first reported a position in UBER in Q1 2020 and held it in 14 quarters. The position peaked at $879K in Q4 2020. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

  • V Wealth Advisors reported no remaining Uber position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 7,906 Uber shares in Q3 2023, an estimated $341K.
  • V Wealth Advisors first reported a position in Uber in Q1 2020 and held it in 14 quarters.
  • V Wealth Advisors's Uber position peaked at $879K in Q4 2020.
  • 1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.