Wealth Advisory Solutions’s UBS Group UBS Stock Holding History

Wealth Advisory Solutions’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-27,089	Closed	-$421K	–	200
2021 Q1	$421K	Buy	+27,089	New	+$416K	0.31%	48

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Advisory Solutions's UBS Position: Q2 2021 in Review

Wealth Advisory Solutions sold out of UBS Group (UBS) in Q2 2021, closing a stake of 27,089 shares — an estimated $421K sold.

Wealth Advisory Solutions first reported a position in UBS in Q1 2021 and held it in 1 quarter. The position peaked at $421K in Q1 2021. 360 funds tracked by Wall St. Rank hold UBS as of Q2 2021.

Wealth Advisory Solutions reported no remaining UBS Group position as of Q2 2021 after selling out during the quarter.
Wealth Advisory Solutions sold 27,089 UBS Group shares in Q2 2021, an estimated $421K.
Wealth Advisory Solutions first reported a position in UBS Group in Q1 2021 and held it in 1 quarter.
Wealth Advisory Solutions's UBS Group position peaked at $421K in Q1 2021.
360 funds tracked by Wall St. Rank held UBS Group as of Q2 2021.

Based on Wealth Advisory Solutions's 13F filing for Q2 2021, filed 21 Jul 2021.