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Wetzel Investment Advisors’s Uber UBER Stock Holding History

Wetzel 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
2024
Q3 		– Sell
-167
Closed -$12.9K – 837
2024
Q2 		$12.9K Hold
167
– – 0.01% 422
2024
Q1 		$11.9K Hold
167
– – 0.01% 491
2023
Q4 		$10K Buy
+167
New +$8.74K 0.01% 528

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wetzel Investment Advisors's UBER Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Uber (UBER) in Q3 2024, closing a stake of 167 shares — an estimated $12.9K sold.

Wetzel Investment Advisors first reported a position in UBER in Q4 2023 and held it in 3 quarters. The position peaked at $12.9K in Q2 2024. 1,848 funds tracked by Wall St. Rank hold UBER as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Uber position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 167 Uber shares in Q3 2024, an estimated $12.9K.
  • Wetzel Investment Advisors first reported a position in Uber in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Uber position peaked at $12.9K in Q2 2024.
  • 1,848 funds tracked by Wall St. Rank held Uber as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.