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Weaver Consulting Group’s UBS Group UBS Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-114
Closed -$1K – 851
2020
Q3 		$1K Hold
114
– – ﹤0.01% 937
2020
Q2 		$1K Hold
114
– – ﹤0.01% 917
2020
Q1 		$1K Buy
+114
New +$1.31K ﹤0.01% 822

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Dodge & Cox
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Wellington Management Group
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Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Weaver Consulting Group's UBS Position: Q4 2020 in Review

Weaver Consulting Group sold out of UBS Group (UBS) in Q4 2020, closing a stake of 114 shares — an estimated $1K sold.

Weaver Consulting Group first reported a position in UBS in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q3 2020. 345 funds tracked by Wall St. Rank hold UBS as of Q4 2020.

  • Weaver Consulting Group reported no remaining UBS Group position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 114 UBS Group shares in Q4 2020, an estimated $1K.
  • Weaver Consulting Group first reported a position in UBS Group in Q1 2020 and held it in 3 quarters.
  • Weaver Consulting Group's UBS Group position peaked at $1K in Q3 2020.
  • 345 funds tracked by Wall St. Rank held UBS Group as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.