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

Other funds holding UBS

Norges Bank Oslo, Norway $1T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WealthPLAN Partners's UBS Position: Q3 2023 in Review

WealthPLAN Partners sold out of UBS Group (UBS) in Q3 2023, closing a stake of 17 shares — an estimated $345 sold.

WealthPLAN Partners first reported a position in UBS in Q2 2016 and held it in 3 quarters. The position peaked at $1.65K in Q3 2016. 485 funds tracked by Wall St. Rank hold UBS as of Q3 2023.

WealthPLAN Partners reported no remaining UBS Group position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 17 UBS Group shares in Q3 2023, an estimated $345.
WealthPLAN Partners first reported a position in UBS Group in Q2 2016 and held it in 3 quarters.
WealthPLAN Partners's UBS Group position peaked at $1.65K in Q3 2016.
485 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.