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WealthPLAN Partners’s UBS Group UBS Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-17
Closed -$345 – 1108
2023
Q2 		$345 Buy
+17
New +$342 ﹤0.01% 1194
2016
Q3 		$1.65K Sell
119
-119
-50% -$1.62K ﹤0.01% 869
2016
Q2 		$1.54K Buy
+238
New +$3.64K ﹤0.01% 2280

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Vanguard Group
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CS
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Fidelity Investments
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Goldman Sachs
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Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return