WealthSource Partners’s Uber UBER Stock Holding History

WealthSource Partners’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
2023 Q4	$796K	Buy	12,926 +8	+0.1%	+$419	0.05%	231
2023 Q3	$594K	Buy	12,918 +13	+0.1%	+$594	0.04%	273
2023 Q2	$557K	Sell	12,905 -14,492	-53%	-$539K	0.04%	297
2023 Q1	$868K	Sell	27,397 -280	-1%	-$8.88K	0.06%	212
2022 Q4	$684K	Buy	27,677 +1,476	+6%	+$40.4K	0.05%	246
2022 Q3	$694K	Buy	+26,201	New	+$724K	0.05%	240
2022 Q2	–	Sell	-8,446	Closed	-$301K	–	600
2022 Q1	$301K	Buy	8,446 +305	+4%	+$11K	0.02%	451
2021 Q4	$341K	Buy	8,141 +645	+9%	+$27.8K	0.03%	399
2021 Q3	$336K	Buy	7,496 +2,264	+43%	+$98.9K	0.03%	370
2021 Q2	$262K	Buy	+5,232	New	+$273K	0.02%	390

Other funds holding UBER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthSource Partners's UBER Position: Q4 2023 in Review

WealthSource Partners increased its Uber (UBER) stake by 0.06% in Q4 2023, buying an estimated $419 and bringing the position to 12,926 shares worth $796K. The position accounts for 0.05% of the portfolio, ranked #231.

WealthSource Partners first reported a position in UBER in Q2 2021 and has held it in 10 quarters since. The position peaked at $868K in Q1 2023. 1,551 funds tracked by Wall St. Rank hold UBER as of Q4 2023.

WealthSource Partners held 12,926 shares of Uber worth $796K as of Q4 2023.
WealthSource Partners bought 8 Uber shares in Q4 2023, an estimated $419.
Uber made up 0.05% of WealthSource Partners's portfolio in Q4 2023, its #231 holding.
WealthSource Partners first reported a position in Uber in Q2 2021 and has held it in 10 quarters since.
WealthSource Partners's Uber position peaked at $868K in Q1 2023.
1,551 funds tracked by Wall St. Rank held Uber as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.