WealthShield Partners’s UBS Group UBS Stock Holding History

WealthShield 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	-615	Closed	-$10K	–	1138
2021 Q1	$10K	Buy	+615	New	+$9.45K	﹤0.01%	809

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

WealthShield Partners's UBS Position: Q2 2021 in Review

WealthShield Partners sold out of UBS Group (UBS) in Q2 2021, closing a stake of 615 shares — an estimated $10K sold.

WealthShield Partners first reported a position in UBS in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 360 funds tracked by Wall St. Rank hold UBS as of Q2 2021.

WealthShield Partners reported no remaining UBS Group position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 615 UBS Group shares in Q2 2021, an estimated $10K.
WealthShield Partners first reported a position in UBS Group in Q1 2021 and held it in 1 quarter.
WealthShield Partners's UBS Group position peaked at $10K in Q1 2021.
360 funds tracked by Wall St. Rank held UBS Group as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.