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Waypoint Wealth Partners’s Uber UBER Stock Holding History

Waypoint Wealth Partners’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,135
Closed -$857K – 72
2024
Q1 		$857K Buy
11,135
+85
+0.8% +$6.1K 0.24% 29
2023
Q4 		$680K Hold
11,050
– – 0.21% 28
2023
Q3 		$508K Hold
11,050
– – 0.18% 34
2023
Q2 		$477K Hold
11,050
– – 0.16% 35
2023
Q1 		$350K Hold
11,050
– – 0.12% 46
2022
Q4 		$273K Hold
11,050
– – 0.11% 47
2022
Q3 		$293K Sell
11,050
-5
-0% -$138 0.12% 42
2022
Q2 		$226K Buy
+11,055
New +$293K 0.09% 55

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Waypoint Wealth Partners's UBER Position: Q2 2024 in Review

Waypoint Wealth Partners sold out of Uber (UBER) in Q2 2024, closing a stake of 11,135 shares — an estimated $857K sold.

Waypoint Wealth Partners first reported a position in UBER in Q2 2022 and held it in 8 quarters. The position peaked at $857K in Q1 2024. 1,773 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

  • Waypoint Wealth Partners reported no remaining Uber position as of Q2 2024 after selling out during the quarter.
  • Waypoint Wealth Partners sold 11,135 Uber shares in Q2 2024, an estimated $857K.
  • Waypoint Wealth Partners first reported a position in Uber in Q2 2022 and held it in 8 quarters.
  • Waypoint Wealth Partners's Uber position peaked at $857K in Q1 2024.
  • 1,773 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on Waypoint Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.