Wedbush Securities’s UBS Group UBS Stock Holding History

Wedbush Securities’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
2024 Q3	–	Sell	-12,967	Closed	-$383K	–	1244
2024 Q2	$383K	Sell	12,967 -4,416	-25%	-$131K	0.01%	738
2024 Q1	$534K	Buy	17,383 +10,630	+157%	+$314K	0.02%	618
2023 Q4	$209K	Buy	+6,753	New	+$178K	0.01%	943
2019 Q4	–	Sell	-19,146	Closed	-$217K	–	1033
2019 Q3	$217K	Buy	19,146 +812	+4%	+$9.14K	0.02%	788
2019 Q2	$217K	Buy	+18,334	New	+$225K	0.02%	784

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

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

Wedbush Securities's UBS Position: Q3 2024 in Review

Wedbush Securities sold out of UBS Group (UBS) in Q3 2024, closing a stake of 12,967 shares — an estimated $383K sold.

Wedbush Securities first reported a position in UBS in Q2 2019 and held it in 5 quarters. The position peaked at $534K in Q1 2024. 548 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

Wedbush Securities reported no remaining UBS Group position as of Q3 2024 after selling out during the quarter.
Wedbush Securities sold 12,967 UBS Group shares in Q3 2024, an estimated $383K.
Wedbush Securities first reported a position in UBS Group in Q2 2019 and held it in 5 quarters.
Wedbush Securities's UBS Group position peaked at $534K in Q1 2024.
548 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

Based on Wedbush Securities's 13F filing for Q3 2024, filed 8 Nov 2024.