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Wealthstreet Investment Advisors’s Uber UBER Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-20,950
Closed -$1.14M – 306
2021
Q1 		$1.14M Buy
+20,950
New +$1.17M 0.11% 156

Other funds holding UBER

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthstreet Investment Advisors's UBER Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Uber (UBER) in Q2 2021, closing a stake of 20,950 shares — an estimated $1.14M sold.

Wealthstreet Investment Advisors first reported a position in UBER in Q1 2021 and held it in 1 quarter. The position peaked at $1.14M in Q1 2021. 1,088 funds tracked by Wall St. Rank hold UBER as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Uber position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 20,950 Uber shares in Q2 2021, an estimated $1.14M.
  • Wealthstreet Investment Advisors first reported a position in Uber in Q1 2021 and held it in 1 quarter.
  • Wealthstreet Investment Advisors's Uber position peaked at $1.14M in Q1 2021.
  • 1,088 funds tracked by Wall St. Rank held Uber as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.