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 Q2	–	Sell	-11,000	Closed	-$36.1K	–	73
2023 Q1	$36.1K	Sell	11,000 -1,000	-8%	-$31.7K	0.02%	66
2022 Q4	$22.2K	Buy	+12,000	New	+$328K	0.01%	64
2022 Q2	–	Sell	-25,000	Closed	-$57K	–	67
2022 Q1	$57K	Buy	+25,000	New	+$899K	0.02%	68

Other funds holding UBER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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.