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Wealthspire Advisors (Maryland)’s Uber UBER Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q2 		– Sell
-8,148
Closed -$227K – 475
2020
Q1 		$227K Buy
8,148
+38
+0.5% +$1.25K 0.02% 361
2019
Q4 		$241K Buy
+8,110
New +$241K 0.02% 430

Other funds holding UBER

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UBER Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of Uber (UBER) in Q2 2020, closing a stake of 8,148 shares — an estimated $227K sold.

Wealthspire Advisors (Maryland) first reported a position in UBER in Q4 2019 and held it in 2 quarters. The position peaked at $241K in Q4 2019. 790 funds tracked by Wall St. Rank hold UBER as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Uber position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8,148 Uber shares in Q2 2020, an estimated $227K.
  • Wealthspire Advisors (Maryland) first reported a position in Uber in Q4 2019 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Uber position peaked at $241K in Q4 2019.
  • 790 funds tracked by Wall St. Rank held Uber as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.