WIA
UBS icon

Wetzel Investment Advisors’s UBS Group UBS Stock Holding History

Wetzel Investment Advisors’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
-126
Closed -$3.87K – 838
2024
Q2 		$3.87K Hold
126
– – ﹤0.01% 626
2024
Q1 		$3.54K Hold
126
– – ﹤0.01% 737
2023
Q4 		$4K Buy
+126
New +$3.31K ﹤0.01% 746

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wetzel Investment Advisors sold out of UBS Group (UBS) in Q3 2024, closing a stake of 126 shares — an estimated $3.87K sold.

Wetzel Investment Advisors first reported a position in UBS in Q4 2023 and held it in 3 quarters. The position peaked at $4K in Q4 2023. 548 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining UBS Group position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 126 UBS Group shares in Q3 2024, an estimated $3.87K.
  • Wetzel Investment Advisors first reported a position in UBS Group in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's UBS Group position peaked at $4K in Q4 2023.
  • 548 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

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