Wealthcare Advisory Partners’s UBS Group UBS Stock Holding History

Wealthcare Advisory Partners’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	-1,200	Closed	-$19K	–	1774
2021 Q1	$19K	Buy	+1,200	New	+$18.4K	﹤0.01%	1224
2020 Q2	–	Sell	-1,200	Closed	-$11K	–	1281
2020 Q1	$11K	Hold	1,200	–	–	﹤0.01%	909
2019 Q4	$15K	Hold	1,200	–	–	﹤0.01%	846
2019 Q3	$14K	Buy	+1,200	New	+$13.5K	﹤0.01%	857
2018 Q2	–	Sell	-29	Closed	-$1K	–	1316
2018 Q1	$1K	Hold	29	–	–	﹤0.01%	1035
2017 Q4	$1K	Hold	29	–	–	﹤0.01%	1037
2017 Q3	$0	Buy	+29	New	+$496	﹤0.01%	932

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

Wealthcare Advisory Partners's UBS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of UBS Group (UBS) in Q2 2021, closing a stake of 1,200 shares — an estimated $19K sold.

Wealthcare Advisory Partners first reported a position in UBS in Q3 2017 and held it in 7 quarters. The position peaked at $19K in Q1 2021. 360 funds tracked by Wall St. Rank hold UBS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining UBS Group position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,200 UBS Group shares in Q2 2021, an estimated $19K.
Wealthcare Advisory Partners first reported a position in UBS Group in Q3 2017 and held it in 7 quarters.
Wealthcare Advisory Partners's UBS Group position peaked at $19K in Q1 2021.
360 funds tracked by Wall St. Rank held UBS Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.