WA
UBER icon

Wealth Advisors’s Uber UBER Stock Holding History

Wealth Advisors’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
2023
Q3 		$472K Buy
10,259
+1,962
+24% +$89.6K 0.21% 39
2023
Q2 		$369K Buy
8,297
+1,259
+18% +$46.8K 0.16% 43
2023
Q1 		$219K Buy
+7,038
New +$223K 0.1% 63

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth Advisors's UBER Position: Q3 2023 in Review

Wealth Advisors increased its Uber (UBER) stake by 24% in Q3 2023, buying an estimated $89.6K and bringing the position to 10,259 shares worth $472K. The position accounts for 0.21% of the portfolio, ranked #39.

Wealth Advisors first reported a position in UBER in Q1 2023 and has held it in 3 quarters since. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

  • Wealth Advisors held 10,259 shares of Uber worth $472K as of Q3 2023.
  • Wealth Advisors bought 1,962 Uber shares in Q3 2023, an estimated $89.6K.
  • Uber made up 0.21% of Wealth Advisors's portfolio in Q3 2023, its #39 holding.
  • Wealth Advisors first reported a position in Uber in Q1 2023 and has held it in 3 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.