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Wealth Management Associates’s Uber UBER Stock Holding History

Wealth Management Associates’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
2022
Q3 		– Sell
-10,136
Closed -$207K – 186
2022
Q2 		$207K Hold
10,136
– – 0.14% 163
2022
Q1 		$362K Sell
10,136
-150
-1% -$5.39K 0.21% 123
2021
Q4 		$431K Buy
10,286
+421
+4% +$18.1K 0.23% 113
2021
Q3 		$442K Buy
9,865
+3,065
+45% +$134K 0.26% 101
2021
Q2 		$341K Buy
6,800
+2,012
+42% +$105K 0.19% 133
2021
Q1 		$261K Sell
4,788
-1,300
-21% -$72.5K 0.17% 145
2020
Q4 		$310K Buy
+6,088
New +$273K 0.2% 124

Other funds holding UBER

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealth Management Associates's UBER Position: Q3 2022 in Review

Wealth Management Associates sold out of Uber (UBER) in Q3 2022, closing a stake of 10,136 shares — an estimated $207K sold.

Wealth Management Associates first reported a position in UBER in Q4 2020 and held it in 7 quarters. The position peaked at $442K in Q3 2021. 1,103 funds tracked by Wall St. Rank hold UBER as of Q3 2022.

  • Wealth Management Associates reported no remaining Uber position as of Q3 2022 after selling out during the quarter.
  • Wealth Management Associates sold 10,136 Uber shares in Q3 2022, an estimated $207K.
  • Wealth Management Associates first reported a position in Uber in Q4 2020 and held it in 7 quarters.
  • Wealth Management Associates's Uber position peaked at $442K in Q3 2021.
  • 1,103 funds tracked by Wall St. Rank held Uber as of Q3 2022.

Based on Wealth Management Associates's 13F filing for Q3 2022, filed 28 May 2025.